TAX & ADVISORY /

EMERGING WEALTH

Emerging Wealth

Emerging wealth individuals find that their new income, stock options, or wealth event means that they have to change the way they’ve always done their taxes and personal finances. That’s where the Seiler team can help.

Why Choose Seiler?

  • Along with world-changing ideas and people, we were born in Silicon Valley, too. We have witnessed the fast-paced, dynamic world of the Northern California economy, with its twists and turns, ups and downs. We offer our decades-long experience to help you plan for the long term.
  • We walk along side you every step of the way. Knowing your options is extremely important, especially before liquidity events and when establishing your first estate plans and trusts.
  • We can help you connect with the right advisors. If there’s a gap in your circle of advisors, we can make helpful introductions to specialists in banking, wealth management, insurance, legal and other areas.
  • We have a team dedicated to emerging wealth matters. Our partners and staff are up-to-date on market valuations, stock policies and regulations, new-wealth trust and estate matters, and more.

Service Offerings

  • Tax planning, consulting and compliance
  • Stock options advisory
  • Trust, estate and gift advisory
  • Philanthropic planning
  • Retirement and succession planning