Welcome
Our team is dedicated to providing comprehensive strategies to our
clients facing the numerous and complex challenges created by
substantial wealth. Their concerns include:
* Maintaining their lifestyle in retirement.
* Positioning their assets for the next generation while minimizing
estate taxes.
* Minimizing income and capital gains taxes.
* Supporting charitable causes.
* Protecting their assets from creditors and litigation.
* Creating a legacy that will keep their family productive.
* Forming a succession or exit plan for their business.
* Diversifying or hedging a concentrated investment
* Raising capital for a new venture or some other purpose.
If these or any other topics are of interest to you, we’d welcome
the opportunity to discuss them with you.
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This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
