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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.
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.
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.
The information provided in this website should not be considered to be a solicitation of an advisory relationship nor an offer to sell or a solicitation of an offer to buy any securities offered by Ehrenkranz Partners L.P. or its affiliates. Such offers can only be made in those jurisdictions permitted by law. This website is for informational purposes only and should not be construed as investment, legal, accounting, tax or other professional advice. You should not rely on any information provided at this website for any purpose. The hiring of an investment advisor or attorney is an important decision and should not be based upon written descriptions of the experience of Ehrenkranz Partners L.P., its affiliates, employees and partners. Additionally, registration with the SEC or any other regulatory agency does not imply a certain level of competence, education, skill or training. References to “the firm” or “our firm” refers collectively to Ehrenkranz Partners L.P. and/or any of its affiliated entities in existence at the point in time indicated by the context. Obtain our Client Relationship Summary.
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prior written consent of Ehrenkranz Partners L.P. Under the rules of certain jurisdictions, this material may constitute attorney advertising. Prior results
do not guarantee a similar outcome.