WeiserMazars

 

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The WeiserMazars Private Client Services Group helps to protect, build and preserve the wealth of high net-worth individuals, their families and their closely-held businesses. We create customized financial solutions using an integrated, client-driven approach. Our experienced, multidisciplinary professionals have extensive expertise in taxation and finance, including income, gift, trust and estate planning.

We help our clients achieve their financial goals - from ensuring that inherited wealth is properly managed to planning for long-term medical care, budgeting for monthly household expenses, or saving for a child’s college education. We are committed to delivering highly personalized financial planning and wealth management through daily, hands-on services including:

  • Tax Strategies
  • Estate & Gift Planning
  • Investment Strategies
  • Insurance Strategies
  • Family Office Services
  • Entrepreneurial Business Services
  • Qualified Plan Services
  • Cash Flow, College Funding and Retirement Planning

Visit our WeiserMazars Wealth Advisors LLC page for more information.   

Trusts & Estates

Now is the perfect time to review your trust and estate plans. The current unsettled economic climate has many hidden opportunities. WeiserMazars provides estate planning, tax compliance, and estate administration services to high net worth clients including entrepreneurs, family businesses, and corporate executives during these critical times.

From using GRATs to shield securities that have been hit in the stock market, to transferring assets with no gift tax, from evaluating the tax advantages of your current place of residency, to transferring real estate while value is low, WeiserMazars tax professionals can help you uncover a world of possibilities with our integrated approach.

WeiserMazars' trust and estate expertise encompasses:

  • Estate and gift tax structures
  • Specific planning moves
  • Planning for pension and retirement assets
  • Grantor retained income trusts
  • Qualified terminable interest property trusts
  • Gifts to children and grandchildren
  • Family partnership vehicles
  • Charitable giving techniques
  • Life insurance

     

Private Client Services Quick Guides - Required Minimum Distributions

PCS Quick Guide 

Key Provisions of the Affordable Care Act

PCS HC Reform Guide 

Private Client Services Quick Guides - Document Retention

PCS Document Retention Image

Private Client Services Quick Guides - Estate Planning

PCS Quick Guides

Private Client Services Quick Guides - Consumer Protection Tips

pcs consumer protection

Want to know more?
 
Lisa Osofsky Custom
732.205.2018
Lisa Osofsky 
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