800 South Street, Suite 650, Waltham, MA 02453
Office 781.647.0400 Fax 781.647.9310
For over three decades my firm has designed and implemented solutions for the financial success of family businesses. Business and family assets have grown dramatically, but so has complexity—tax legislation, planning alternatives, financial products, economic cycles.
Most affluent families have worked with legal and accounting advisors to protect their businesses and prevent the erosion of family assets over generations. But changing circumstances, inconsistent tax legislation, and slow economic recovery have opened gaps and created overlaps in virtually every legacy plan.
You have to ask yourself, "Do I have every assurance that our family’s wealth will go to the right people at the right time in the right manner?"
Our website is designed to help you gain that assurance by asking the questions critical to the growth, security, and continuity of your business and family assets.
Use the links to Personal Assets and Business Assets to begin your evaluation. Then contact me for more information to take that evaluation to the next step.