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
New York, November 7, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser firm, announced today …
Kadeidra Honey-Brooks joins the team as Senior Vice President, Trusts & Estates New York, July 11, 2022 – Wealthspire Advisors …