Planning is key to reducing your family’s tax liability. We use sophisticated tax planning techniques to help reduce your Federal and State tax burden.
We continually look for ways to minimize your taxes throughout the year, not just at year end and meet with you to discuss these ideas.
The key is to develop a comprehensive wealth transfer plan, which takes into account the family’s wealth – including the transfer or management of business interests, the disposition of the estate, management of family trusts, philanthropic wishes and continuity of family governance. We also help educate the family on financial matters.