Planning for your family's future is one of the greatest
investments you can make. As your wealth grows, your need
for financial and tax expertise and guidance becomes even
more critical to ensure the outcomes you desire and expect.
Each individual has a unique set of concerns and objectives
relating to his or her wealth and its impact on family. We
understand that. Whether it be financial decisions, income
taxes, compensation and benefits, investments, business
issues, or estate and succession plans, knowing all of your
options and understanding their potential ramifications are
essential to the effective management of your financial
affairs. We provide the skills and know-how to enable you
to make the best decisions possible.
We help individuals and families maximize their wealth and
preserve it for future generations. Our professionals have
credentials and years of in-depth experience advising
high-income/net worth families and family businesses. Our
holistic, comprehensive and objective approach considers all
aspects of wealth accumulation and its impacts on the
individual and the family. For business owners and
entrepreneurs, we develop strategies that integrate their
personal financial objectives with the needs of the
business.
We coordinate with your other advisers and together seek to
manage all aspects of your financial and tax affairs. We
provide a range of services in areas such as:
- Retirement planning and retirement needs analysis
- Cash flow planning
- Tax preparation and tax planning
- Understanding and utilization of compensation and benefit plans
- Investment management
- Advising on alternative investments, such as real estate partnerships and hedge funds
- Business planning and choice of business entity
- Charitable giving strategies
- Educational funding
- Eldercare planning
- Insurance needs analysis
- Estate planning and use of trusts and other estate planning vehicles
- Gift, estate and generation-skipping transfer taxes
- Representation before tax authorities
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