Wealth Management

Building wealth requires a plan to provide for your future, to ensure an orderly transfer of your assets to your heirs, and to support your philanthropic goals - all in a way that minimizes the complicated taxes that can deplete your accumulated wealth.

Preserving and managing wealth requires an approach administered by professionals aware of the intricacies of trusts, estates, taxation, and business. Hertzbach, has the expertise you’ll require to develop and manage a solid plan.

Our advisors can help you in the following areas:

  • Estate & Gift Tax Planning
  • Estate & Trust Administration
  • Business Succession Planning
  • Family Limited Partnerships
  • Pension Plans
  • Charitable Giving
  • Retirement Plans

Key Industries

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