When wealth is passed
between generations,
many important issues surface.
When wealth is passed
between generations,
many important issues surface.
We leverage the talent of experts in law, accounting and insurance in constructing solid plans to preserve wealth for future generations and to avoid negative tax implications. Our family education services help to ensure that heirs are prepared for the responsibility of wealth so that legacies endure.
Among the topics wealthy individuals need to consider are:
If you need assistance addressing similar issues and concerns, we can help. The following is a selection of our services that are most helpful to our family clients:
Our comprehensive investment advisory services are designed to consistently maximize your investment returns while minimizing tax consequences and volatility. Beginning with your financial goals and concerns, we develop a customized investment strategy, considering your target rate of return and risk tolerance. We review your investment performance regularly and recommend appropriate changes on an ongoing basis.
Proper estate planning will ensure that your legacy will endure for generations. Scott Snow (financial advisors) LLC analyzes present estate documents to ensure all aspects are current and working in your best interests. Our experienced advisors provide advice on efficient distribution of wealth to minimize tax consequences. Through the process of creating your estate plan, our firm will come to know you and your spouse well. When the time comes for a transition, your spouse and other survivors will be comforted to work with someone they already know and trust.
As your financial affairs increase in complexity, it is critical to have an integrated tax strategy. Scott Snow (financial advisors) LLC can oversee your entire tax process to help minimize your tax burden and optimize savings. A projection exercise identifies tax reduction strategies. In addition, withholding and estimated tax payments are analyzed to ensure compliance.
With considerable wealth comes an increased exposure to potential liabilities. Having risk management strategies in place is critical to minimizing these liabilities. Scott Snow (financial advisors) LLC conducts an audit of current insurance coverage and provides guidance on appropriate types and amounts of coverage for life, property, casualty and excess liability insurance. With the proper risk management strategies in place comes the peace of mind of being safeguarded from life’s uncertainties.
We conduct a thorough analysis of your assets, liabilities, income and expenses and extrapolate over a number of years, deriving a roadmap for informed decision-making toward achieving your short- and long-term goals. The analysis is updated periodically to assess progress.
that are most helpful to our
family clients
Strategic Annual Income Tax
Planning & Compliance
get in touch with us
sSnow@s2fa.com | 440.871.7669