Family Wealth

Our firm acknowledges that every individual and family has a distinctive set of individual and financial goals and that is why we are here to help our clients preserve the wealth they have spent a lifetime accumulating. The increasingly complex federal and state tax laws and regulations create escalating challenges to managing all aspects of wealth preservation, protection, and transfer.

Though we have been in the business of family wealth services for more than 30 years, we are still at the forefront of implementing new family wealth tools, tactics, strategies, and techniques. By utilizing our unique style of personalized financial advice we are able to facilitate financial and tax planning to aid you in your efforts to protect and preserve your assets. We make our service personal because wealth preservation is exactly that – personal.

As seasoned professionals, we are aware of the unique concerns of individuals, business owners and executives, families, and family or closely-held businesses. By anticipating your needs, not merely reacting to them, we are able to minimize taxes and administrative costs. Our goal is to become your trusted financial advisor. In order to help you build the best team to achieve your goals, we are happy to introduce you to our impressive network of outside advisors, including attorneys, insurance advisors, investment advisors, appraisers, and other family wealth specialists.

We offer the following services to our clients:

Developing a plan to preserve family wealth requires a comprehensive understanding of a variety of financial and legal issues, along with a special sensitivity to family relationships.

The Tax Consultancy Group can provide the strategic advice you need to successfully enjoy, protect, and pass on your wealth for the positive benefit of the people you love and the work you cherish.