Executive Wealth Management

Because the majority of Porzio’s corporate executive clientele are employed by mid- to large-size life sciences companies, we are intimately familiar with the wealth planning issues that high-ranking executives are likely to encounter, both during and after his or her career in industry.

What may be wise income tax planning for a client, may have an unanticipated impact on the client’s estate planning objectives. Certain estate planning choices may affect a client’s retirement planning objectives. The trusts and estates attorneys recognize that specific retirement choices may be necessary to minimize the impact of income taxes. Porzio’s combined planning and compliance approach allows our advisors to see the whole picture, enabling them to make well informed decisions and suggestions that are not limited to a single aspect of a client’s overall income tax and wealth planning objectives.

Porzio’s comprehensive approach in providing wealth-planning services to the corporate executive is as unique as it is innovative. By providing coordinated compensation, retirement, estate and income tax planning services to our clients, our attorneys become thoroughly familiar with a client’s comprehensive and evolving financial needs.

Porzio trusts and estates attorneys handle a multitude of wealth planning and tax-related services for high-net worth corporate executives. Our counsel covers such areas as:

  • Deferred compensation arrangements and executive benefits packages
  • Income tax planning and compliance
  • Tax controversy services
  • Retirement planning
  • Trust and estate planning
  • Charitable and non-charitable giving
  • Private foundation services
  • Estate administration
  • Other services designed to address the tax, estate and financial issues confronting the corporate executive, both during and after the executive’s career
In order to ensure a well-balanced, comprehensive review of a client’s ongoing financial and estate planning objectives, we also work closely with you and your other advisors to make well informed decisions and suggestions that consider a client's overall income tax, asset protection and estate planning objectives.

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