Wealth Planning

Complex portfolios, an abundance of product choices, uncertain markets and evolving lifestyles are just a few of the many challenges our high-net-worth and family office clients face. The desire for a complete and stable wealth planning strategy is what brings clients to us for professional wealth planning guidance.

At PKF O’Connor Davies, we assist clients in developing and maintaining integrated wealth planning strategies for preserving capital, maintaining control over investments and growing wealth over the long-term. Our specialists adopt a holistic and personalized approach to developing comprehensive wealth planning strategies, working with each client to evaluate objectives and develop appropriate investment and asset allocation strategies. On our clients’ behalf, we develop customized asset protection plans and wealth transfer strategies. State-of-the-art technology assures clients access to in-depth wealth planning information through private client web portals.

Comprehensive, customized advice designed to address today’s needs while achieving tomorrow’s goals.

Our wealth planning services for high-net-worth individuals and family offices include:

  • Investment portfolio construction and monitoring
  • Retirement planning
  • Asset protection planning
  • Wealth transfer strategies
  • Estate, gift and trust planning
  • Consulting and fiduciary accounting for trustees and conservators
  • Complete trust and estate administration