You worked long and hard to build your business and accumulate wealth. Our knowledgeable wealth transfer team can help insure that your legacy is protected and conserved. We are committed to providing our high-net-worth clients with a personal wealth transfer plan that is designed to meet their strategic goals of conserving wealth and reducing wealth transfer taxes.

Wouch, Maloney & Co., LLP delivers personalized strategies and solutions to help meet these goals, including:

  • Estate Tax Liability Analysis
  • Family Gift Planning
  • Generation Skipping
  • Charitable Gifting Strategies
  • Business Succession Planning

We also offer a full range of tax compliance services for estates, trusts, and fiduciaries.

By proactively working with your attorney and insurance agent, we endeavor to create and implement practical solutions that protect your wealth and preserve your legacy.

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