High-Net-Worth Families

Helping High-Net-Worth Families Prosper for Generations

You’ve worked hard to build your empire with one purpose in mind: your family. Now, it’s time to ensure that everything you’ve accomplished can thrive for generations to come. We understand that greater wealth brings greater complexity, which is why we collaborate closely with you and your family to create a tailored plan. By equipping each family member with the tools and knowledge they need, we help ensure they can successfully steward the wealth you’ve earned and protect your legacy for years to come.

Estate Planning

Does your wealth transfer plan minimize estate taxes and ensure your wishes are being honored?

Have you established legal structures to protect your assets?

Is your family prepared for the responsibility of managing their wealth?

Tax-Efficient Planning

Is your portfolio tax-efficient?

Does your CPA work closely with your current wealth management advisor?

Risk Management

Will your family be able to maintain their current lifestyle should anything happen to you?

Will your legacy be safeguarded from any unexpected expenses?

Retirement Planning

Do you have a retirement distribution plan in place?

What does your ideal retirement look like, and what will it cost?

Investment Management

Do you have confidence in your investment strategy?

Do your investments align with your family values and help continue your legacy?

Philanthropic Planning

Does your current strategy maximize tax advantage gifting options?

Does your charitable giving reflect your family values?

Does your strategy involve your next generation to ensure your legacy continues?

Don’t take our word for it.

Hear how we helped a client protect and preserve his hard-earned wealth.

“If I could sum it up in one word, it would be” trust.” I know that they will do the right thing.”
-Arthur Gershfeld
Client and Criminal Defense Attorney

We want to hear your story.

Fill out the form below with your contact information and some details about your journey to Успех and one of our team members will be in touch shortly.

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