Asset Management Firms
, we work closely with asset and investment managers, financial planners, and financial institutions.
We are career specialists in tax, wealth and estate planning, with 20 years of experience in advising businesses, institutions, and the affluent. We can help you offer the following additional services to your clients :
- Tax Strategies – Cutting-Edge Products and Techniques
- Estate Planning – Estates of $5 to $250 Million
- Philanthropy and Gifting – Proprietary Strategies and Software
- Index Funds – Proprietary Funds and Products
- Offshore Structures – Offshore Trusts and Private Placement Services
- Tax-Deferred Plans – Annuities, Private Placement Structures
- Exit Strategies – Conventional to ESOP and Capital Gains Strategies
- Succession Planning – 20 + years of experience
- Executive Compensation – Full-Service Design and Administration
We have helped practices add anywhere from $25,000 to as much as $250,000 to their bottom line. But whether you decide to partner with us on a revenue-sharing or non-revenue sharing basis, we can help you expand your business while helping you strengthen your relationships with your existing clients.
to see a list of the reputable firms who have already decided to work with us. Or contact us
to arrange a telephone or in-person consultation.