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Wealth Strategies Counsel is a premier legal services firm passionately dedicated to achieving quality results with the intention of consistently exceeding expectation. We handle complex and sophisticated estate and business matters locally, nationally and internationally, and are dedicated to being accessible, efficient, responsive and professional. We offer our services to start-up businesses, prestigious institutions, Fortune 500 companies and to their principals. We serve a variety of clients and their families – ensuring your affairs remain free from the public eye, assisting with passing your legacy to those you love, and to your charitable causes – always mindful of sound tax-advantaged strategies. By creating complementary planning strategies for the allocation, distribution and protection of your family wealth, we ensure your dreams are not only being fulfilled, but that they are sound and tax advantaged.
From devising and implementing sophisticated and complementary asset protection planning strategies, to guiding business owners on their business entity selection and formation, to expertly helping beneficiaries through the complexities of Trust and Estate Administration, Wealth Strategies Counsel is uniquely positioned to help families feel safe & secure by providing solutions you can count on and partners you can trust. We will help you design and manage planning which encompasses stability, foresight, resource strategies, compliance requirements – and, most of all – your peace of mind.
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| While every one of our clients is unique, we serve all of them according to the following principles: |
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Clients are the most important people in our firm |
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Clients are not dependent on us, we are dependent on them |
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Clients are the purpose of our work, not an interruption; answering your questions is a privilege – an opportunity to earn your business and trust |
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Clients rely on us to help them continue to prosper, and our job is to do so as courteously, efficiently and effectively as possible |
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| Additional areas Wealth Strategies Counsel excels in, include: |
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Services for Real Estate acquisitions, sales & development |
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Wills, Trusts & sophisticated Estate Planning design and development to take care of the present, plan for the future, and advance your life’s work. |
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Estate Administration services to guide and assist Executors, Administrators, and Trustees |
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Business entity selection and formation, to craft the optimum organizational entity, exit strategies and succession planning |
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Sophisticated taxation strategies for highly compensated executives, business owners and real estate investors |
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