Estate and Financial Planning: Wealth Management
We Take a Disciplined Approach to Planning
Flautt Hare Davis offers comprehensive family wealth management, including estate and financial planning. The primary goal of our disciplined approach is to prepare for adequate income throughout your life. Strategies we employ are specific to each unique situation and include considering a succession plan for a family business or other special assets, and attempting to minimize estate taxes by using asset transfer and discounting strategies. We combine these plans with charitable strategies to work toward philanthropic goals, while also attempting to maximize wealth passed to future generations.
Whether your concern is individual estate planning or corporate business succession planning, our wealth transfer services help you pursue your long-term goals.