Trusts, Estates & Private Foundations
Our specialized team works closely with our clients and their families, investment advisers and attorneys to provide a range of services for the administration and compliance of trusts, estates, and private foundations to ensure effective wealth management and tax efficiency.
We Serve
- Trusts
- Estates
- Private foundations
- Beneficiaries
- Fiduciaries
Core Services
- Federal and state estate tax returns
- Trust and private foundation tax returns
- Fiduciary income tax returns
- Gift tax returns
- Charitable trust information returns
- Fiduciary accountings
- Estate and trust tax planning
- Gift and charitable planning
Our Approach: We collaborate with your entire advisory team to minimize taxes, optimize cash flow, and ensure compliance with all reporting requirements while helping achieve your charitable and wealth transfer goals.
What Sets Us Apart: Our specialized team brings deep expertise in trust, estate, and private foundation administration, providing comprehensive solutions that address both tax compliance and long-term wealth preservation objectives.
