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Home > Financial Services > Accountants > Family Wealth Planning
Family Wealth Planning
Their firm strategically focuses on Family Wealth Planning issues, primarily for high net worth individuals and their inter-generational families. Their planning success, and those of their clients, results from their Firm Philosophy that the relationships between you the client, your family, and your wealth must drive your plan's technical strategies and structures.
They are strongly committed to technical proficiency, specifically in the legal areas of wealth transfer and income taxation, business and investment entities, asset protection planning, estate administration and select real estate transactions. They do not, however, limit their practice to technical issues. Additionally, they prefer to work in a planning team context, working in conjunction with a client's existing financial and investment advisors, accountants, attorneys, as well as their clients and their families.
This is often the first concern or goal people consider when thinking of Family Wealth Planning. Perhaps now, even you are reading this in the hope of finding a list of Transfer Tax Saving Strategies for your own wealth planning purposes. In fact, if you search the Internet for the terms Family Wealth Planning or Estate Planning, you will find an abundance of professional advice focusing primarily on the intricacies of estate and gift tax computations, followed by tax saving strategies and structures, from the Basic to the more Sophisticated. No one denies that this aspect is a cornerstone of the wealth planning process.
Wealth transfer taxes are excise taxes on the privilege of transferring property from one person to another. Without detailing the onerously complicated details of the Internal Revenue Code, there are three primary areas of federal taxation that directly affect wealth transfers gift lifetime transfers, estate transfers at death, and generation skipping transfer taxation.
They are also committed to providing close, personal attention to their clients. They take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Their continual investment of time and resources in professional continuing education, state of the art computer technology and extensive business relationships is indicative of their commitment to excellence.
They believe in the power of strong client relationships and getting to know the people they serve. Their guiding principles are the underlying foundation to their success and are listed below. Their clients are their purpose.
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