We bring sophistication with simplicity to your estate

and intergenerational wealth transfer planning.
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unique planning

We started Wilson Capital in 1997 because we saw an opportunity to provide unique planning to specific clients.

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creative

We bring creative and non-traditional approaches to the traditional problem of significant tax liabilities in clients' estates.

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complex issues

With decades of experience in helping solve complex estate issues with sophisticated solutions, we can provide you with proprietary planning that is as efficient as it is uncommon.