High net-worth individuals are often significantly concerned with developing investment strategies, reducing income taxes, and “building, protecting, and preserving wealth for generations”™.
Find out how you can benefit from Weiser’s integrated approach which combines tax knowledge, planning experience, and a high level of personalized service, using an objective, independent, and client-driven approach.
Our comprehensive services include:
Tax
- Compliance (personal, gift, estate, fiduciary, business, payroll)
- Transactional (purchases, sales, structuring)
- Income tax planning (projections, strategies)
- Executive compensation
- Tax controversy and procedure
Investments
- Asset allocation and strategic planning
- Manager/Fund selection
- Monitoring and reporting
Insurance
- Needs analysis
- Consulting services/sophisticated strategies
- Product options (Life, Health, Dbl, Group, LTC)
Estate, Gift, Trust, and Charitable Planning
- Gift and estate strategies (succession planning, flow charting)
- Document review (wills, trusts, DPOA)
- Philanthropic strategies (foundations, CRATS, CRUTS, CLTS)
- Legacy planning and elder care planning
- Asset protection
- Estate administration
Cash Flow, Education, and Retirement
- Financial planning analysis (including retirement simulations)
- Education and event funding (529 plans, real estate purchases)
- Financing strategies (personal mortgages, business loans)
Personal Accounting and Bookkeeping
- Bill paying and banking functions
- Personal books and records
- Brokerage tracking
- Fiduciary accountings
Entrepreneurial Business Services
- Start-up entities (formation, SS-4, S Elections)
- Set up accounting systems (training, implementation)
- Outsourcing functions (G/L, A/P, A/R, payroll, QuickBooks)
Qualified Plan Services
- Plan design and structure
- Investment selection
- Fiduciary and employee education
Family Office Services
- Lead advisor, strategic planning, and compliance
- Asset placement and allocation
- Concierge-type services
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