Case Study: Wealthstone Private Wealth Management strengthens estate planning and uncovers tax savings with Vanilla

Wealthstone Private Wealth Management uncovers tens of thousands in estate taxes with Vanilla

Wealthstone Private Wealth Management, a boutique financial planning firm, sought to differentiate its services and provide holistic advice to high net-worth clients, particularly in the complex area of estate planning. Founder Zak Gardezy needed a modern solution to deepen client relationships, connect with the next generation, and identify potential oversights in existing estate plans. To meet this challenge, the firm turned to the vendor Vanilla and its suite of estate planning tools.

Using Vanilla's solutions, including its Document Builder and Projections features, Wealthstone was able to conduct detailed estate plan reviews. This allowed them to uncover significant potential tax liabilities and outdated instructions, saving one couple tens of thousands of dollars. The solution also helped them engage the next generation of clients and streamline document creation with attorneys. For Vanilla, the results included stronger client relationships, a powerful new offering for attracting business, and a firm positioned for long-term, future-proofed success.

Wealthstone Private Wealth Management