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Tax Advice and Information for High-Wealth Individuals

Generational Strategies Group prides itself on being on the cutting edge of innovative strategies to ensure that our client’s finances, businesses and other assets remain theirs – preserving and protecting our client’s wealth now and in the future.

Our close relationship with corporate and tax professionals helps to assist our clients with the best tax advice and information for high-wealth individuals as well as small businesses to major regional or national corporations and nonprofit entities. Our relationships with these tax professionals can provide our clients with the expertise they would need to handle any matter from a proceeding to negotiations with the Internal Revenue Service. Our relationships with these top mergers and acquisitions firms can help our clients from both a corporate and tax perspective.

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Asset Protection and Estate Planning

By offering creative strategies and solutions, we make our clients aware of how to best protect their assets – at both the business and personal level. Whether it is through techniques such as family limited partnerships, limited-liability companies, equity stripping or domestic asset-protection trusts and foreign trusts, Generational Strategies Group understands the complexity of ensuring maximum protection available to our clients under the law.

Plan Customized to Each Client’s Goals

Whether our client’s estate planning needs are relatively simple or extremely complex, we can assist them to create a plan that is customized to each client’s goals. Ultimately, protecting their wealth, avoiding probate, and planning for the unknown which offers a peace of mind that their affairs are in order. With guidance from our planning advisors and consultants can help you get there through:

  1. Gift, estate and personal income-tax planning
  2. Planning for charitable giving
  3. The administration of trusts and decedents’ estates
  1. Assistance with estate planning and related tax issues
  2. Administration of large estates and trusts

We Are Experts in All of Your Estate Planning Needs