Personal Wealth Planning
Whatever your financial goals are, we supply the map to help you achieve them. Through careful consultation, analytical rigor and market experience, we articulate and frame a complete picture of your current financial resources and goals.
The tax projections, budgets, financial statements, retirement plans and family office services we provide will move you closer to your destination. And where your business interests are closely tied to your family wealth, we may blend corporate and personal financial strategies to leverage the accumulation and transfer of wealth.
Tax Solutions
Because virtually every wealth-planning decision you make has tax implications, strategic tax planning can make a big difference in your financial affairs.
Our Alexander Thompson Arnold tax advisors go beyond your 1040 return to analyze both current and projected income as well as your plans to transfer wealth. Then, we recommend such smart tax tactics as timing income and deductions, obtaining tax-exempt income, using tax-advantaged investments, obtaining capital gains in lieu of ordinary income and using gifts and trusts.
Our forward-looking, what-if approach can help you grow and preserve assets; defer income; and reduce taxes on your income, estate, gifts, investments and retirement distributions.
Estate Planning
Too often families wait until late in life to plan the distribution of their estates. By starting early in life, you can focus first on building an inheritance and later on preserving and protecting the assets you’ve accumulated.
Our team can help throughout the lifetime estate-planning process. For example, we can help value your assets, discuss trusts, examine the implications of joint ownership and identify an executor. Our advisors also can help with such specific tax issues as the federal estate tax, unified credit for estate and gift taxes, marital deductions and generation-skipping transfers.
