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.
