Wealth Advisory Services

Tools & Strategies to
Protect Your Legacy

Managing personal wealth is a balancing act. It requires thoughtful strategies and diligent planning. As your personal and business goals evolve, taking a holistic approach will give you the best results. Gain greater visibility by working with a team who knows you and your business.

A risk assessment and analysis of your current situation, goals, and needs by a team of tax-focused CPAs, estate planners, attorneys and administrators, and wealth managers ensures your wealth accumulation and distribution plans are working in concert. Vet your estate and trust planning strategies with expert analysis and adjust accordingly. Protect your legacy and make smart decisions today to create opportunities for future generations. 

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Services

Tax Planning & Compliance

The combination of effective tax planning and compliance creates a foundation for strategic wealth management, which empowers you to optimize your financial assets, mitigate risk, minimize your tax liability, and preserve your wealth. Reduce the chances of being audited, incurring stiff penalties, or being pulled into legal proceedings that could damage your finances or reputation.

Income Tax Filings

College Savings

Gift and Estate Planning

Charitable Giving & Compliance

IRS & State Examination Assistance

State and Local Taxation Analysis 

Income Tax Filings
College Savings
Gift and Estate Planning
Strategic Tax Deferral Opportunities 
Charitable Giving and Compliance
IRS and State Examination Assistance
State and Local Taxation Analysis 

 

Estate & Trust Planning

Ensuring adequate cash flow and that your wealth is distributed according to your wishes requires the right estate and trust plan from a good team—which should include your CPA, wealth manager, and other advisors and administrators. Use our expertise to leverage federal and state lifetime exemptions to protect your assets and legacy.

Estate Planning and Structuring

Trust Planning

Gifting Strategies

Cash Flow Analysis

Estate Planning and Structuring
Trust Planning 
Gifting Strategies
Cash Flow Analysis
Residency Planning

 

Wealth Management

A sound wealth management strategy is the cornerstone of your financial stability. It requires the expertise and collaboration of a diverse team of advisors, including your tax accountant, wealth manager and investment advisors, and estate planning attorneys. Complete transparency and collaboration between your team members enables you to build, preserve, and transfer wealth in a manner that aligns with your values, ambitions, and legacy goals. Your wealth management strategy will not only include your personal aspirations but will take into consideration your business and the role it plays in your financial health.

Tax Planning & Mitigation Strategies

Insurance Review

Financial Planning

Investment Management

Retirement & Exit Planning

Risk Assessment

Tax Planning and Mitigation Strategies
Insurance Review
Financial Planning
Investment Management
Retirement and Exit Planning
Risk Assessment 

 

Valuations

Leverage the expertise of our valuation professionals to help you determine fair market value of assets being transferred or held as part of your estate planning and gifting strategy. An accurate and unbiased opinion helps ensure equitable distribution of assets among heirs, aids in tax planning by identifying the appropriate tax liabilities, and provides the right documentation to support and defend your position and prevent disputes.

Gift Tax Valuation
Estate Tax Valuation
Family Limited Partnership Valuation
Real Estate Holding Company Valuation
Exit Planning
Buy Sell Agreement
Cash Flow Analysis

Gift Tax Valuation

Estate Tax Valuation

Family Limited Partnership Valuation

Real Estate Holding Company Valuation

Life Insurance Adequacy

Exit
Planning

Buy-Sell Agreement

Cash Flow Analysis

Succession Planning Analysis

 

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