Estate and gift tax planning and compliance
WTAS takes a holistic approach in identifying and solving complex financial and family issues involved in preserving, maximizing and transferring wealth among generations. No single solution works for all clients. We consider the essential options, including concepts such as:
"At WTAS, we develop sophisticated, integrated strategies to maximize efficiency in preserving your assets
across generations. Our Family Wealth Planning professionals have extensive experience with the most complex
situations and can create practical solutions to help you achieve your goals."
- Wealth preservation, including the structuring of trusts and other entities
- Use of family-controlled entities
- Multiple-generation planning
- Sophisticated planning techniques, including leveraged wealth transfer and preservation vehicles
- Business succession planning
- Integration of charitable giving goals with income, estate and gift tax planning
In addition, WTAS provides comprehensive estate administration consulting services, including:
- Estate tax compliance, trust and fiduciary consulting services and counseling of fiduciaries on administration and tax matters
- Dealing with tax-sensitive assets