Serving the unique needs of individuals and families who have accumulated significant assets over their lifetime or who have inherited wealth from their families
Our principals have served high net worth clients for over forty years. We have a unique combination of experiences that have seen many families through their initial planning stage to the achievement of their goal of passing their assets to their heirs. Nothing can substitute for this experience that we bring to bear with our current clients every day. But experience alone Is not all that we bring to our client relationships – we bring a unique ability to get to know the real goals of our clients and help them achieve these goals in a thoughtful and practical way. Our experience allows us to analyze and understand complex financial scenarios that sometimes include a mix of managed investments plus a mix of investment and personal use real estate or business entities.
Our customized services to high-net-worth individuals and families may include:
Advanced Tax Planning
- Advice on minimizing overall tax liability
- Successful diversification between taxable and tax-deferred vehicles
- Federal and multi-state tax return preparation
- Planning for transactions that affect your estate
- On-going tax projections during the year to minimize surprises
- Planning for charitable gifting
Estate and Trust Planning
- Review and recommend changes to your estate plan.
- Keep you informed about changes in the tax law that impact your plan
- Review of benefits of trust planning for beneficiaries
