wealth planning
Wealth Preservation
In the course of working with our clients, we often are asked to assist with matters that reflect the integration of business and family wealth issues. For example, business owners may look ahead to the day when they pass the torch to either a family member or trusted employee and want assistance with succession planning. We also assist clients with wealth management and estate planning.

We devise strategies for:
  • Asset protection
  • Building family wealth
  • Estate tax minimization
  • Business succession
  • Intergenerational transfer
  • Higher education and retirement savings
  • Valuation and financing strategies
  • Exit strategies
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T: 650.566.2290 | F: 650.566.2298