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Wealth and Tax Planning

A Holistic Approach to Intergenerational Wealth Preservation and Transfer

Our dedicated Wealth Strategy team provides in-house estate planning and wealth transfer expertise. We utilize sophisticated estate and tax planning techniques to craft a plan that provides short-term benefits and long-term estate & tax efficiencies to truly impact generations.

Please Note: Wealthspire is not a law firm. Wealthspire does not prepare legal documents.

We leave no stone unturned

Analyze wealth transfer planning opportunities to minimize estate, gift and GST tax and maximize family wealth for multiple generations

Uncover tax vulnerabilities and exposures

Examine dedicated solutions as needed such as planning for cross-border clients or family members with special needs

Review of investments with an income tax focus; propose strategies for cost basis planning

Proactive assistance with planned transactions like business sales and executing stock options

Resource for tax return review of complicated income, GST and estate tax returns in coordination with your tax professionals

Lead and manage a network of tax, legal, accounting and other specialists on your behalf

Review areas of risk and provide advice around risk mitigation

Insights and Expertise

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Contact us about Family Office Services today.