Tax & Estate Planning
Our planning process is holistic and integrated. We give families a clear snapshot of the current financial picture and a road map to preservation and growth of wealth and philanthropic giving. Often, an operating business concern is the source of income and the creator of the Wealth. Our team has experience operating family business and in exit planning strategies. Coordinating all concerned professionals including legal, insurance and accounting, we synthesize a plan to address the needs of your family for now and far into the future.
Our tax, estate philanthropic planning process is driven by the belief that ongoing tax planning is essential for families as taxes increase to the largest single expense and largest single risk. We identify and strive to understand the concerns of the family and integrate strategies into our cash flow and investment process to address the family's unique issues. Asset allocation decisions are driven by tax management.