WeiserMazars

 

squaresPrivate Client Services

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
Wealth Advisor
 
Contributions of Appreciated Securities and Collectibles
Donor Advised Funds vs. Private Foundations
Comparison of SEP-IRA and Solo 401(k)
The Home Mortgage Interest Deduction
The Changing Home Office Deduction

 

PCS Quick Guides
 
Required Minimum Distributions - Post Death
Document Retention
Estate Planning - Where are we now?
Consumer Protection Tips - Identity Theft

 

Specialty Areas
PCS for Family Office Services
PCS for Next Generations
PCS for LGBT Planning
PCS for Women
PCS for Law Firms
Want to know more?
 
Lisa Osofsky New
732.205.2018
Lisa Osofsky 
Partner
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