Accounting/
Auditing

Tax Consulting
and Advisory
Services

Management
Consulting
Services

Business
Valuation
and Litigation

Estate and
Personal
Financial
Planning

Mergers/
Acquisitions

International
Business
Services

Estate and Personal Financial Planning

We provide the comprehensive planning and expertise to help our clients build, preserve and maximize wealth.

In today's complex financial investment environment, even the most informed investor needs guidance to analyze the variety of opportunities and the tax implications involved. Our professionals have the knowledge and expertise to help clients plan how to accumulate adequate retirement income, finance their children's education and achieve other key financial goals.

We work closely with our client's attorneys, bankers, investment brokers, insurance agents and other financial planners to arrive at the best possible investment strategies.

We also provide estate planning that allows the ownership of assets to be passed on with a minimum of taxation and red tape. We're familiar with the complex tax and non-tax issues involved in marital and exemption trusts, the establishment of lifetime gift programs and with many other plans.

Our estate and personal financial planning services include:

• Personal financial and tax consultation

• Financial, retirement and estate planning

• Net worth and family wealth management

• Lifetime gift planning

• Preparation of estate tax and gift tax returns

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