When synergizing unique client solutions in the family wealth planning arena, we help clients address:
Virtual Family Office Management
– Coordinate estate planning with client’s evolving human experience in personal, family and/or business matters
– Understand how clients can share their wealth in the manner most meaningful to them
– Focus on preserving generational wealth and family harmony
– Foster communication among family leaders, key stakeholders, and other professional advisors to promote engagement
– Coordinate information; assist in negotiations; centrally store legal documents and accounting records
– Continual strategic efforts to reduce taxes
– Bundled services
– Monitor evolving laws to ensure compliance, facilitate planning, and minimize risk
– Analysis of business processes, operations and transactions to evaluate potential planning options
Our Family Office Service Model provides our clients the opportunity to bundle unique service options that more meaningfully address both the expected and the unexpected issues that arise in the management of their family wealth. Our integrated tax services are our most distinguishable service innovation. They provide clients high value-added planning strategies not available at any other regional law firm.