Estate and business succession planning is one of the most unique and significant issues facing closely held businesses. However, most entrepreneurs and their advisors fail to appropriately plan for estate taxes and business succession. Failure to address this contingency can devastate even the most stable closely held business. Fortunately, with planning, much of the estate tax burden can be reduced or even eliminated.
We have extensive experience planning estates for wealthy individuals and business owners. We utilize a comprehensive process with over 50 tools to create the ideal plan for you.
We are well versed in the recent estate and gift tax legislation. This new legislation impacts estates of all sizes. We will review current business succession and estate plans to ensure that maximum benefit is obtained. The new law provides new opportunities; however, failure to appropriately plan for these changes can greatly reduce their benefit. Our Family Wealth Planning services include:
- Comprehensive Estate Structuring
- Estate Tax Minimization
- Business Succession Planning
- Gift Planning
- Charitable Planning
- Testamentary Planning
- Family Business Consulting
- Gift Tax Return Compliance
- Wealth Protection
- Insurance Planning
We also have the ability to act as a Family Office for you. We can provide family office services either in conjunction with an established family office, or as an alternative to one. In addition to income tax preparation, we can provide financial reporting and Controller Outsourcing services to your Family Office.
