The Firm's Gift and Estate Tax planning practices for high net worth individuals and families. At the Firm's inception, the founders decided that their clients would be well-served in the investment area. For many wealthy families, the acquisition of significant life insurance can be an important part of the overall wealth preservation plan.
As an extension of the firm's investment advisory practice, several of our clients asked for our counsel regarding private equity investing. Clients often request the Firm to assess and implement improvements to the client's family risk management program. In most family wealth planning cases, the non-financial considerations are at least as important to the client as the purely technical aspects are, if not more so.
As an extension of the firm's investment advisory practice, several of our clients asked for our counsel regarding private equity investing. Clients often request the Firm to assess and implement improvements to the client's family risk management program. In most family wealth planning cases, the non-financial considerations are at least as important to the client as the purely technical aspects are, if not more so.
Services
From its inception, the Firm has focused on the issues that are important to individuals and families with significant assets. During its history, the Firm has increasingly widened the scope of its services in response to its clients' needs, to include not only comprehensive financial advisory services, but many non-financial practice areas as well.
The Firm's Gift and Estate Tax planning practice for high net worth individuals and families covers all areas of planning for the preservation and disposition of family wealth. With a sound approach which utilizes legal, income tax and estate planning techniques, the Firm serves a national clientele and has earned a reputation for developing and implementing creative, yet understandable, planning strategies.
At the Firm's inception, the founders decided that their clients would be well-served in the investment area by an advisory approach that is consultative in nature. That is, the Firm generally does not buy, sell or custody securities, nor does it directly manage its clients' investable assets. Rather, the Firm's professionals sit on the client's side of the table and approach this task from a broader perspective.
For many wealthy families, the acquisition of significant life insurance can be an important part of the overall wealth preservation plan. As the advisory team evaluates whether insurance will be economically viable to achieve specific objectives, it is imperative that a comprehensive assessment is made of the alternatives available.
A number of years ago, as an extension of the firm's investment advisory practice, several of our clients asked for our counsel regarding private equity investing. These services include evaluating the merits of investing in angel, venture and commercial enterprise activities proposed to our clients, as well as the most tax efficient structure for the investment in these companies.
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