Louis Plung & Company’s Family Office services team provide individuals and multigenerational families with services that are specifically adapted to their wealth preservation, lifestyle management goals, and philanthropic objectives. Knowing every family has different concerns and priorities, our Family Office services are customized to fit your needs. As trusted advisors to affluent families across the country, our expertise in estate, tax, and succession planning accommodates the unique needs of Family Offices.

Helping You Reach Your Financial Goals

Louis Plung & Company supports you in reaching your financial goals through appropriate estate planning and gifting for your family and the charitable organizations of your choice by managing unique issues that arise within high net worth families and family owned businesses. Through our personalized estate planning process, our professionals develop a flexible plan that seeks tax minimization and asset control retention. Our plan serves you throughout the full cycle of wealth management and transfer.

Estate planning services include:

  • Estate review
  • Risk tolerance & management
  • Asset protection strategies
  • Succession planning
  • Gifting tax compliance
  • Charitable gifting options
  • Implementation of family governance structures
  • Valuation services
  • Distribution plans
  • Insurance planning

Achieve The Lifestyle You Planned For

Louis Plung & Company helps you maintain financial independence through a comfortable retirement addressing your financial goals secured to your lifestyle. Our professionals will develop a comprehensive plan that has the flexibility to change if personal circumstances change. We take into consideration your goals and objectives for the best recommendations.

Retirement planning services include:

  • Evaluation
  • Asset allocation & investment performance monitoring
  • Tax implications
  • Periodic reviews
  • College education funding
  • Social Security accounts/benefits reviews
  • Budgeting

Providing Security For Future Generations

For many families, preserving wealth for multiple generations is a primary goal. Our professionals possess the knowledge and experience to help you implement strategies that can protect your wealth for future generations by minimizing tax liabilities and leveraging gifting opportunities. We create a tailored plan to maximize wealth transfer and minimize taxes for our high net worth individuals and their families because a basic estate plan is not enough for such individuals. Our wealth transfer planning takes into consideration the fact that a client will either leave their estate to family or friends, donate to the charitable organizations of their choice, or dispense funds to the government through transfer taxes.

Wealth transfer planning services include:

  • Wealth transfer review
  • Establishing trusts
  • Addressing tax matters

We Provide Options Tailored To You

Successful income tax preparation begins with proper individual tax planning. Louis Plung & Company provides various tax planning services to our individual clients. Our professionals exercise staying current on new tax laws and regulations, and regularly informing clients of new opportunities within ideal time to shift strategies. Some of these services include tax minimization strategies along with capital gain planning, short and long-term strategies along with wealth transfer goals, and federal, state and local individual tax planning.

Individual & trust accounting services include:

  • Tax return preparation and review
  • Multi state return preparation and review
  • Local earned income tax
  • Tax research
  • Strategic planning
  • Projections
  • Compliance and review
  • Audit representation
  • Trust planning
  • Family Limited Partnerships and LLC’s

Making Your Philanthropic Goals A Reality

Louis Plung & Company’s professionals assist in identifying the beneficiary of your charity along with administration on your behalf. Our Philanthropy Planning & Administration specialist hold a wealth of knowledge from strategic advice to administration and record-keeping of your charity or foundation.

Philanthropy planning & administration services include:

  • Asset allocation
  • Governance and fiduciary guidance
  • Charitable entity research
  • Charitable gifting strategies
  • Funding guidance
  • Establishing and administering private family foundations
  • Record-keeping
  • Tax preparation and filing
  • Valuation services

We want to hear from you

Louis Plung & Company’s Family Office specialist welcome and encourage all questions. Every client has different needs, that it why we tailor each approach to what best addresses your needs.

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Basic-Estate-Information-and-Timetable

Estate planning can be a timely and frustrating process. Creating and following a timeline will assure your objectives and priorities come to fruition.

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We know that every family has different concerns and priorities guiding your needs in numerous directions.

“Anytime I have needed, I have always gotten a quick and thorough response from Louis Plung & Company. They provide a viable understanding to adopt to our business. We go to people like Louis Plung & Company to get assurance on our questions knowing they will provide answers specific to our need. Their professionals always go one extra step for us.”

RON BARKER, CONTROLLER-OPERATIONS MANAGER

Let’s Talk about Your Unique Needs

Whether looking to partner with a strategic business advisor or simply looking for answers, we welcome and encourage all questions.

Let’s talk opportunity.

Let's Talk about Your Unique Needs