High Net Worth Individuals
Managing your personal wealth is crucial. Besides having assets in place to support your current needs, a “big picture” perspective will help ensure your family’s long-term future financial viability. With so much at stake, it makes sense to seek guidance from experienced financial specialists for the comprehensive, confidential advice needed to meet your short-term and long-term objectives.
Graf Repetti’s wealth planning professionals will develop an independent, objective plan of action to best address your financial situation. Our CPAs and tax attorneys take time to get to know you and your unique needs and requirements. The result? Your financial goals will be set and prioritized.
Utilizing a team approach, we work closely with your other professional advisors – law, insurance, and investment – to craft a coordinated plan that takes advantage of the latest tax law strategies. Simply put, our goal is to make recommendations that preserve/grow client’s wealth, minimize income taxes, and then monitor the progress.
Click on the link to learn how Graf Repetti’s Family Office Group provides additional support. Below is a sampling of the wealth-related assistance Graf Repetti delivers:
- Tax Preparation and Planning
- Prioritizing Your Personal Financial Goals
- Estates and Trusts
- Retirement Planning
- Portfolio Performance Tracking
- Drafting of Wills
- Gifting and Gift Tax Planning
- Asset Allocation Strategy
- Trust and Estate Administration
- Charitable Giving
For more information on the support we can lend, please contact John Repetti at 212.302.3300, Ext. 555, email jrepetti@grafrepetti.com.