Wealth & Succession Planning

Solidify your succession plan and wealth transfer strategy

Succession Wealth Management

Professional wealth structuring and planning helps you protect your assets while preserving your family’s financial confidentiality.  We understand that many aspects of our clients’ lives, from their business dealings to family relationships, will affect their estate plans and must be carefully considered.  Our experience can help you avoid any potential family disputes when succession becomes a consideration. We have the experience to handle complicated wealth management issues, tax complications, inheritance matters, assignments and contested matters including:

  • Wealth transfer and succession plans that minimize gift, estate, inheritance, and generation-skipping transfer taxes
  • Legal advice to maneuver ever-changing laws affecting transfer tax planning
  • Coordination of deferred compensation and benefit plans with comprehensive financial and wealth transfer planning
  • Establishment of family foundations, family limited partnerships, limited liability companies, closely held corporations, family offices, and private trust companies  and ongoing legal advice to support their administration
  • Design and implement strategies for effective asset management in the event of incapacity or infirmity
  • Formulating plans to conserve family assets in the event of dissolution of a marriage or creditors’ claims

Contact Us to Discuss a Professional Wealth Management Strategy

We can assist by putting together a comprehensive wealth management strategy that aligns your financial goals and estate planning goals.  To make an appointment to discuss professional wealth transfer strategy, please contact our Danville office at 925-905-9050.