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May 19, 2024

Service Areas

High Net Worth Families

We frequently develop tax-planning strategies for high net worth families. We attempt to minimize their current taxes and develop a long-term strategic tax plan that will minimize their taxes on and after retirement. In some cases, the plan may involve a non-resident aspect, an estate freeze, or the use of trusts. The plan may also focus on investment strategies, retirement plans, and creative uses of insurance.