财富咨询服务

工具 & 策略
保护你的遗产

服务

税收筹划 & 合规

The combination of effective tax planning and compliance creates a foundation for strategic wealth management, which empowers you to optimize your financial assets, 降低风险, 尽量减少你的纳税义务, 保存你的财富. Reduce the chances of being audited, 招致严厉处罚, or being pulled into legal proceedings that could damage your finances or reputation.

房地产 & 信托计划

Ensuring adequate cash flow and that your wealth is distributed according to your wishes requires the right e状态 and trust plan from a good team—which should include your CPA, 财富管理, and other advisors and administrators. Use our expertise to leverage federal and 状态 lifetime exemptions to protect your assets and legacy.

财富管理

A sound wealth management strategy is the cornerstone of your financial stability. It requires the expertise and collaboration of a diverse team of advisors, 包括你的税务会计师, 财富管理 and investment advisors, 以及遗产规划律师. Complete transparency and collaboration between your team members enables you to build, 保存, and transfer wealth in a manner that aligns with your values, 野心, 遗产目标. Your wealth management strategy will not only include your personal aspirations but will take into consideration your business and the role it plays in your financial health.

估值

Leverage the expertise of our valuation professionals to help you determine fair market value of assets being transferred or held as part of your e状态 planning and 礼物ing strategy. An accurate and unbiased opinion helps ensure equitable distribution of assets among heirs, aids in tax planning by identifying the appropriate tax liabilities, and provides the right documentation to support and defend your position and prevent disputes.

Your Wealth 服务 领导团队