Asset Smart

We are a boutique private trust and estate strategy firm dedicated to helping families and business owners preserve wealth, protect legacies, and minimize tax exposure—across generations. Our team of estate architects, trust consultants, and educators specializes in contract-based trusts, trustee coaching, and advanced wealth structuring. We operate on a referral-only basis to ensure alignment and maximize impact for every client we serve.

We don’t just build trust structures—we equip families with the strategies and education to secure what they’ve built for generations to come. Whether it’s reducing estate taxes, bypassing probate, or coaching trustees, our value comes from deeply understanding our clients’ intentions and crafting solutions that reflect their vision. We bring clarity, control, and confidence to legacy planning, transforming uncertainty into lasting security.

Whether you’re a business owner planning for succession, a parent building a future for your children, or a professional with clients in need of estate guidance, I’m here to bring perspective and connect you to solutions most people don’t even know exist. I help demystify complex estate structures, educate the next generation, and offer trusted access to tools that preserve wealth and purpose—not just for today, but for decades to come.