estate planning consultants

ESTATE AND SUCCESSION PLANNING

Our clients recognize the commitment that FGMK makes to understanding their planning goals and delivering personalized strategies to achieve them. FGMK works closely with our clients’ legal and financial advisors to formulate estate and succession plans that will protect their legacy and ensure that their estate and inheritance wishes are respected and carried out.

Our team of professionals works with high-net-worth individuals, business owners, entrepreneurs, corporate executives, and family offices to understand their needs and help them achieve their legacy goals, while minimizing current and future tax liabilities. Our knowledge and experience encompass sophisticated domestic and cross-border estate and trust planning. A collaborative approach will ensure that legacy planning needs are met. We recognize unpredictable events will occur that will impact personal and business assets. As your long-term estate and succession planning advisor, we will continue to review, monitor, and adapt your succession plan so that your planning goals, requirements, and expectations are met.

The FGMK Estate and Succession team provides a broad range of services, including, but not limited to, the following services:

  • Estate, gift and generation-skipping tax compliance and planning
  • Income tax compliance and planning for estates and trusts
  • Charitable planned giving strategies
  • Asset protection
  • Multi-generational wealth preservation 
  • Business succession planning 
  • Family office formation and implementation
  • Valuation planning and compliance
  • Special needs planning 
  • Elder care planning
  • Liquidity planning
  • International estate planning
  • Pre-nuptial planning
  • Sophisticated wealth transfer strategies

 

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