ASL Family Wealth & Individual Tax Group

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Family Wealth

Family Wealth Planning - Silicon Valley CPA

With wealth comes responsibility – protecting it for retirement, building it for future generations, and perhaps sharing it for charitable causes. Minimizing income taxes with cutting-edge strategies and forward-thinking planning is an integral part of preserving and keeping your family’s income and wealth. We can help you enjoy your wealth while planning for the future.

Our team is well-versed in the issues and concerns of affluent clients, and we are equipped to help you preserve your wealth through future generations. Our family wealth and individual tax services include:

  • Income tax planning and compliance for high-net-worth individuals, including executive stock option and other equity compensation tax planning, real estate investments, charitable gift planning, charitable trusts and private foundations
  • High-level estate and trust planning and consulting
  • Fiduciary income tax compliance
  • Comprehensive and coordinated income tax planning and compliance for family owned enterprises, including corporations, partnerships, and trusts
  • Succession planning for privately held businesses
  • Post-death estate and trust administration and compliance
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Insight on Estate Planning Blog
A blog to spur thought and family conversations around managing and transferring family assets and wealth.

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Estate Planning Podcast
Family Wealth & Estate Planning Podcast
Take a deeper dive into the Insight on Estate Planning articles. We break down important topics and updates to help keep you informed on current income tax and estate planning issues important for now and in planning for your future.

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Estate Planning Checklist
Estate Planning Checklist
Use this checklist to see if it’s time to revisit your estate plan.

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