Who We Are 
Every life tells a story. We help make sure yours is heard.
We help you get it all in order—your assets protected,
your wishes documented, your values carried forward.
Because the people you love deserve a plan as
intentional as you've been.
Here’s what
we can help
with.
Your legacy plan is personal. We treat it that way. Every piece of advice we give is shaped by your values, your vision, and the people who matter most to you. Here’s what you can always count on:
Wills, trusts, charitable bequests—we help you develop a coordinated estate and legacy plan designed to reflect your wishes and support the efficient transfer of your assets. We work with your legal and tax professionals to help ensure important planning considerations are addressed and nothing important is overlooked.
Passing wealth across generations takes careful planning. We build strategies designed to minimize tax exposure and keep more of what you’ve built in the hands of the people you’re building it for.
If leaving something behind for a cause matters to you, we help you do it in a way that’s structured, meaningful, and aligned with your long-term goals. Your generosity deserves the same level of planning and care as every other part of your financial plan.
We manage your portfolio with your legacy in mind—keeping taxes low and your long-term objectives front and center. Every decision is made with an eye on what you’re ultimately trying to leave behind.
Your attorney and CPA are part of this too. We work alongside them to make sure your legal documents, tax strategy, and financial plan are telling the same story. When everyone is aligned, nothing falls through the cracks.
This is
personal.
Your legacy plan is personal. We treat it that way. Every piece of advice we give is shaped by your values, your vision, and the people who matter most to you. Here’s what you can always count on:
As fiduciaries, every recommendation is made in alignment with your intentions—not external incentives—so your plan reflects what you actually want carried forward.
We take the time to understand your family structure, priorities, and long-term objectives, and build a plan that accounts for the realities around them.
Our team works across planning disciplines to ensure your legacy strategy is organized, consistent, and able to hold up over time.
What it feels like to
work with us.
Working with GDS means trusting not just the outcome, but the judgment behind it. Decisions are made intentionally, the little things are remembered, and the hard work happens whether it’s visible or not. You’ll feel the difference after our first conversation.
FAQ
Common
questions
around legacy
planning.
You should review your estate plan regularly and update it after major life events such as marriage, divorce, births, deaths, inheritance, or significant changes in assets. Keeping your plan current helps ensure it continues to reflect your wishes and family circumstances.
A will outlines how assets should be distributed after your death, while a trust can help manage assets during your lifetime and may help avoid probate. Trusts can also provide greater privacy and control over how and when assets are distributed to beneficiaries.
Depending on the size and structure of your estate, planning strategies may help reduce estate, gift, and income tax burdens for your heirs. Proper planning can also help preserve more of your wealth for future generations.
The amount you need to retire depends on your lifestyle, spending needs, retirement age, healthcare costs, and long-term goals. A personalized retirement plan can help determine how much you may need to support the retirement you envision.
The Learning Center
Our Learning Center offers expert insights on wealth planning, investing, and long-term decision-making. It’s a resource for understanding the “why” behind the strategies we use.
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