Services for High Net-Worth Individuals
Individuals and businesses with considerable wealth are often the targets of financial predators, who attempt to use the legal system to deprive others of their assets. In today’s highly litigious society, proactive planning can prepare you for unexpected legal claims and shield your assets from potential creditors. Ensuring the longevity and success of your legacy can be done through careful planning with experienced New York estate planning attorneys. Wealth management for high net-worth individuals is a fundamental concern for the wealthy.
Proper management allows investments to grow and retirement savings to increase. Handing down a legacy to future generations is assured when wealth-management services are implemented. But wealth management is more than simply a personalized investment advisory service. Wealth management encompasses virtually every aspect associated with the assets and lifestyle of a high net-worth individual. New York estate planning attorneys look at your overall financial situation, then take specific steps to reduce taxes, safeguard your interests, and maximize wealth.
Our attorneys provide you with guidance and options related to accounting, insurance, estate planning, and investing using a strategic plan that takes into account your current and future financial management needs. The wealth management services all high net-worth individuals should consider include:
- Investment management
- Retirement planning
- Estate planning
- Legal planning
- Tax services
- Charitable giving plans
- High net worth insurance services
How to Select the HNW Estate Planning Attorneys to Preserve Your Legacy
New York estate planning attorneys from Davidov Law Group, are well-equipped to help you through the maze of tax, retirement and charitable planning. We will ensure that the ultimate decisions are good for you, your family members, and the charities you choose. We have an in-house Certified Financial Planner with a depth of experience in financial matters. We provide a holistic view of planning to ensure effectiveness with the goal of building strong client relationships prior to making our recommendations. We have co-authored a book that can give you further insights into charitable planning, titled “Keeping it in Your Family—Protecting Your Family and Leaving a Lasting Legacy.” If you have questions or any questions related to estate planning, contact the New York estate attorneys at Davidov Law Group.