Develop
Implement
Maintain
We work with affluent individuals and families to understand their goals. We then develop and implement comprehensive strategies to help them achieve those goals and manage potential risks and liabilities.
Advanced Trust and Estate Planning
Income Tax Planning
Estate and Gift Tax Planning
Family Office Structure Planning
Tax-Efficient Investment Consulting [1]
Wealth Preservation Planning
Insurance Planning and Implementation[2]
Charitable Planning
We Offer These Services To Both Domestic And International Clients.
As things can change in one’s life and business, we review, monitor, and adjust the strategies as needed. If necessary, we utilize our network of professionals and liaise with experts in other industries. We work with our private clients on an ongoing basis. We maintain and modify their solutions to ensure that their objectives are achieved.
[1] we are not financial advisors and do not offer investment advice.
[2] we are not an insurance brokerage and do not offer insurance policies.
