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Family Wealth Management

Managing the transition of your family’s wealth to the next generation is one of the key elements of creating a legacy. Palmieri Tyler’s wealth management attorneys have extensive experience in protecting and preserving clients’ wealth for their current needs as well as for future generations. Our family estate planning lawyers combine strategies such as irrevocable trusts, family partnerships, family limited liability companies and life insurance trusts with income, estate and gift tax considerations in order to maximize asset value from generation to generation while minimizing related transfer taxes thereby allowing clients to retain liquidity during their own lives. In addition, we can assist with business succession planning for family-owned companies and holdings. 

Our knowledgeable team of attorneys, some of whom have backgrounds as Certified Public Accountants and LLMs in taxation, can help make your family’s wealth go farther by, among other things:

  • Developing customized plans to transfer family wealth
  • Designing charitable giving plans
  • Structuring succession plans for companies
  • Addressing changes in ownership and management of family-owned businesses
  • Prenuptial agreements
  • Post-Nuptial agreements
  • Asset protection and preservation planning