Wealth Management & Legacy Planning

Wealth Management & Legacy Planning

Individual and business entities which possess significant wealth would require the assistance of lawyers to provide them with customized, strategize solutions and mechanisms to manage their wealth effectively which would benefit them presently and in the future.

Our sophisticated firm offers such services of comprehensive wealth management and legacy planning strategies for individuals, families and foundations to ensure that they make informed decisions about wealth preservation strategies. We also ensure that the clients achieve successful wealth business transfer with the lowest possible tax consequences.

Our range of services:

  • Transfer tax advanced planning
  • Trust and insurance
  • Charitable formation
  • Income tax planning
  • Asset protection
  • Administration process
  • Retirement asset planning
  • Estate or trust litigation
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