, we work extensively with law firms and legal advisors. They include practices specializing in Estate Planning, Taxation, International Law, Corporate Law, and other areas.
We have a turnkey program for law firms and attorneys to offer the following services to their clients :
- Tax Strategies- Cutting-Edge Products and Techniques
- Estate Planning- Estates of $5 to $250 Million
- Philanthropy and Gifting Proprietary Strategies and Software
- Investment Management – Independent Money Management and Proprietary Funds
- Tax-Deferred Plans – Annuities, Private Placement Structures
- Executive Compensation– Full-Service Design and Administration
- Exit Strategies – Conventional to ESOP and Capital Gains Strategies
- Owner Tax Strategies –Cutting-edge, Proprietary Concepts and Products
- Succession Planning – 20+ Years of Experience
- Qualified Plan Design – 401(k), DB, Profit Sharing, 412(i), Design and Administration
We are career specialists in wealth, tax, and estate planning, with 20 years of experience in advising businesses and clients.
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 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.