Trusted Professionals. Proven Guidance.
Emerald Crown Trust connects families with a carefully vetted network of estate planning, tax, financial, and legal professionals who share our commitment to wise, values-aligned stewardship.
Estate Planning
Our estate planning professionals help families design and implement comprehensive estate plans — including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and beneficiary structures — that protect assets and facilitate wise, orderly transfer.
Will Drafting & Review
Trust Design & Administration
Beneficiary Designation Review
Probate Avoidance Strategies
Special Needs Planning
Business Succession
For business owners, succession planning is among the most complex and consequential decisions they will face. Our advisors guide families through ownership transfer, leadership transition, buy-sell agreements, and valuation strategies.
Business Valuation
Buy-Sell Agreement Review
Leadership Transition Planning
ESOP Strategies
Family Business Governance
Tax Planning
Thoughtful tax planning is an act of stewardship. Our tax advisors help families and business owners structure transfers, gifts, and charitable strategies in ways that minimize unnecessary tax burden while honoring their legacy goals.
Estate & Gift Tax Planning
Charitable Giving Strategies
Business Succession Tax Planning
Generation-Skipping Transfers
Qualified Opportunity Zone Planning
Legal Counsel
Sound legal counsel is the foundation of every well-constructed legacy plan. Our network includes experienced attorneys specializing in estate law, trust administration, business law, and family governance documentation.
Trust & Estate Litigation
Family Limited Partnerships
Charitable Entity Formation
Trustee Representation
Guardianship & Conservatorship
Financial Planning
Building and preserving wealth across generations requires more than investment management. Our financial planning professionals help families establish a values-aligned financial framework — from retirement income planning to multi-generational wealth structures.
Retirement Income Planning
Investment Policy Statements
Family Wealth Governance
Insurance & Risk Review
Philanthropic Planning
Ministry & NonProfit
Ministry leaders and nonprofit executives face unique succession and stewardship challenges. Our advisors understand the intersection of faith, mission, and organizational continuity — and help ministries plan for long-term impact.
Ministry Succession Planning
Nonprofit Governance
Endowment Planning
Donor Stewardship
Faith-Based Estate Planning