Site Logo

Hello, you are using an old browser that's unsafe and no longer supported. Please consider updating your browser to a newer version, or downloading a modern browser.

Wealth and Tax Planning

Our integration of estate and income tax planning with wealth management allows us to provide differentiated, tax-efficient investment advice and customized estate and wealth transfer planning for our clients.

Meet Our People
01

Integration

We believe the integration of our investment advisory firm and law firm is unique among our peers.

Our estate planning and tax capabilities are incorporated into the wealth management process, allowing us to capture synergies around strategy, implementation, and convenience.

The combination of our investment advisory business and legal practice allows us to act as trusted advisors to clients on a broad range of personal financial matters and permits us to tailor and draft each client’s estate plan accordingly.

02

Experience

Our estate planning services are led by two partners who focus exclusively on the practice of estate and gift tax planning and administration.

With over 40 years of combined experience, both hold senior positions in several industry professional organizations and are supported by two estate administrators, a senior trust manager and a legal assistant.

03

Expertise

We are focused on after-tax returns.

Our partners’ extensive backgrounds in tax law enable us to assess the tax consequences of investments and utilize structures to minimize taxes where appropriate.

We are adept at integrating multi-generational wealth transfer strategies and charitable planning in order to preserve multi-generational wealth.

Our Wealth Planning Services include

Estate Planning.  Preparation of wills, trusts and related legal documents.

Estate Administration.  Full range of legal services to administer estates.

Trust Administration.  Comprehensive services to manage and administer trusts.

Philanthropic Advising.  Consideration and implementation of charitable options.

Review and Monitoring.  Continual evaluation and updating of current estate plans.

Insurance. Advise on appropriate insurance strategies and review existing coverage.

Our contact details are below or you may use this form to send us an email.

Ehrenkranz Partners 375 Park Avenue New York, NY 10152

View the Map

Contact

  • This field is for validation purposes and should be left unchanged.
Back To Site