Family Offices & High Net Worth Families
Our professionals at Isdaner & Company work with many high net worth families and family offices in helping them achieve their objectives. Having worked with a variety of families and their offices over many decades, we understand the multi- generational needs and the importance of the family legacy. Each family and family office is distinct in its requirements and we strive to meet the goals of the family’s mission. We take a collaborative approach and work as a team with your other advisors. We do so with sensitivity to confidentiality and privacy issues. We know that open honest communication is the foundation of these relationships.
SERVICES INCLUDE:
- Trust & Estate Planning
- Income Tax Planning
- Wealth Transfer Strategies
- Private Foundation Planning & Compliance
- Real Estate Investment Structuring
- Multigenerational Tax Planning
- Cash Flow Recordkeeping & Management
- Succession Strategies
- Multi-State Tax Planning
- Federal, State and Local Tax Compliance
- Charitable Giving Strategies
- Educational Funding Planning
- Retirement Planning
- Trust Accounting
- Serving as a Fiduciary
- International Tax Advisory & Compliance
- Accounting Bookkeeping Services
- Audit Representation
- Family Investment Entity Planning & Compliance
Read our Blog for Family Office & High Net Worth Families
A charitable remainder trust (CRT) is an irrevocable trust set up to benefit a charitable organization. The trust’s term is…
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