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FAMILIES & INDIVIDUALS

TRUST & ESTATE SERVICES FOR FAMILIES AND INDIVIDUALS

Great wealth can bring great challenges. Preserving and transferring wealth to others is complex and requires not only technical knowledge and careful planning, but also an understanding of family and business dynamics.

The Seiler trust and estate team serves prominent individuals and families around the world. We have many decades of experience helping clients to navigate family wealth transfer, including smooth transitions to the next generation of management for closely held businesses and bequests to community and charitable causes. Our solutions are both sophisticated and strategic, integrating business, gift, estate and fiduciary tax planning on state, national and international levels.

Innovative Solutions

Beyond tax compliance, our estate planning team continually researches and evaluates the impact that tax law changes have on our clients’ circumstances and on the strategies we recommend. We believe that proactive, clear communication is essential to ensuring that the families and individuals we serve are able to act quickly and wisely to opportunities as they arise. Because of our unique relationship with our

clients, we are able to provide holistic and timely counsel that allows seamless integration with their current circumstances.

Dedicated Teams

Seiler LLP has dedicated teams working closely with our clients’ legal, investment and insurance advisors. This practice helps us to understand the full spectrum of our clients’ financial lives and how best to protect and grow their legacies in a way that minimizes taxes and maximizes the value of giving.

Services:

  • Trust and planning strategies
  • Tax return planning and preparation
  • Charitable and philanthropic planning
  • Trust and estate administration