CELEBRATING OVER SIXTY FIVE YEARS

Private Client Services

Wealth Planning & Family Consultation

Organizations in today’s business world face two significant challenges: risk and change.

Steven Klein, CPA

Our Services

Generational Management

Taking care of your financial future is an important aspect of securing long term peace of mind. 

To help you attain this goal, Gerson Preston has a wealth of experience in estate, fiduciary, and succession planning as well as family consultation services.

We take a comprehensive approach to Wealth Planning.

Our trust and estate planning services include the preparation of appraisals and valuations for gift tax purposes, charitable and philanthropic planning, generation skipping tax planning and retirement planning.

In the event of a death in the family, we will assist with the estate and administration, compile the inventory of the estate, and prepare all required estate and fiduciary income tax forms. We will also represent the estate during the federal and state examination period.

Our Family Consultation Services have proven to be a valuable resource to many of our high net worth clients by advising on the various roles that family members can play in retaining family net worth.

Develop a comprehensive plan to minimize estate taxes

Preserve your assets and transfer wealth

Financial modeling of alternative strategies

Develop a business succession plan

Structuring of entities and administration

Succession planning

Transfer of ownership and gifting strategies

Appointment of children and other descendants to key positions

Wills and agreements

Compensation and distribution matters

Family loans

Tax impact of decisions made

Ready to get started?

Get in touch with us today to begin the conversation.

private client services

Explore the private client services available

Wealth Planning & Family Consultation Service

Financial Statement Audits ensure that the amounts presented in the financial statements are presented fairly, are adequately disclosed, and are consistent with generally accepted accounting principles. 

Financial & Administrative Services

Financial Statement Audits ensure that the amounts presented in the financial statements are presented fairly, are adequately disclosed, and are consistent with generally accepted accounting principles. 

Executive Concierge Services

Financial Statement Audits ensure that the amounts presented in the financial statements are presented fairly, are adequately disclosed, and are consistent with generally accepted accounting principles.