Private Wealth

Family Wealth and Transfer Tax Practice

Not sure where to start with your future planning? That’s why we’re here. Because the decisions you make today impact your future success, we want to make sure you have a sound financial plan in place for both your future and the future of your children.

We’ll guide you through a structured plan, carefully evaluating your goals, resources and opportunities, so that you’re ready to face any financial challenges that may arise throughout any stage of life.

Take a look below to read more about how we can serve you.

Have any questions, or don’t see the service you’re looking for? Please contact us, and we’ll be happy to discuss how we can tailor our expertise to your needs. 


Trust

Our tax professionals have vast experience in the area of trust taxation and have helped clients with issues ranging from simple revocable trusts to highly complex charitable giving strategies using trusts. See below for a list of the types of trusts that we routinely work with (not all-inclusive).

  • Revocable and Irrevocable Trusts
  • Grantor Trusts
  • Grantor Retained Annuity Trusts
  • Intentionally Defective Grantor Trusts
  • Bypass Trusts
  • Life Insurance Trusts
  • QTIP Trusts
  • Community Property Trusts
  • Special Needs Trusts
  • Spendthrift Trusts

Estate

Estate planning and compliance shouldn’t add more grief to an already difficult time. We’re here to guide your family through smart planning so that you’re prepared.

  • Preparation of estate tax returns
  • Preparation of decedent’s final income tax return
  • Preparation of estate’s fiduciary income tax returns
  • Post-mortem tax planning



Gift

Our tax professionals can assist you with the transfer of closely held companies, investments, and other assets, from generation to generation using gift planning.

  • Annual exclusion planning
  • Education funding
  • Family limited partnerships and family limited liability companies
  • Generation-skipping planning

Charitable Giving

Let’s develop a charitable giving plan that matches both your passions and your means.

  • Private Foundations
  • Donor Advised Funds
  • Charitable Remainder Trusts
  • Charitable Lead Trusts