Family Wealth & Other Individual Tax ServicesBecause No Two Families Are Alike, Our Approach
to Family Wealth Management Is Custom-Tailored
Just for YouManaging your wealth goes far beyond the financial aspects of your portfolio. It must also account for the growing needs of your family, changes in tax legislation, economic and other external fluctuations, and legal considerations. Estate planning is critical for preserving and transitioning wealth, and the constantly changing tax laws in this area add further complexities to the process.
Argy’s Family Wealth Management (FWM) team members have extensive experience providing tax, estate planning and other vital services to high net-worth individuals. We work closely with you in design and implementation to assure taxes are saved and, equally important, that your goals and objectives are achieved. Our services include:
- Comprehensive lifetime gift and estate planning
- Charitable giving
- Assistance with selecting an investment advisor
- Business succession planning
- Insurance sufficiency analysis
- Tax planning
- Tax return preparation
- Bookkeeping services (through Johnson Advisors)
While minimizing taxes is a typical objective, we discuss and consider your non-tax objectives such as:
- Your desire to retain some control over the assets transferred
- To treat heirs fairly but not necessarily equitably
- To encourage a strong work ethic for heirs despite the presence of a family inheritance
Because every client has a unique set of objectives, our approach to each engagement is flexible, allowing us to tailor the process to your needs.
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