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

benefits family office services

Benefits of Family Office Services

When it comes to managing substantial wealth, especially across multiple generations, the complexity of financial needs and objectives increases significantly. …

Wealthspire Advisors Partners with The Ultra-High-Net-Worth Institute

New York, November 7, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser firm, announced today …

Wealthspire Advisors Appoints Honey-Brooks to Expanded Family Office Services Team

Kadeidra Honey-Brooks joins the team as Senior Vice President, Trusts & Estates New York, July 11, 2022 – Wealthspire Advisors …

Contact us about Family Office Services today