Services

• Assurance and Accounting
• Tax Planning and Preparation
• Management Advisory
• Business Valuation, Litigation Consulting, Forensic, and Fraud Services
• Wealth Management
• Cost Segregation
• Information Technology
• Strategic Planning Facilitation

Wealth Management

Fruits of Your Labor
Building wealth often takes decades of hard work. Regardless of how you've accumulated your wealth, you now need 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 many taxes that deprive you of the fruits of your labor.

Preserving and managing wealth requires a multi-faceted approach and professionals well versed in the intricacies of trusts, estates, taxation, and business. Hertzbach & Company, P.A., has the expertise you need to develop and manage a sound 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

For more information about our Wealth Management Services contact
Donald Hoffman or Donna Gestl / 410.363.3200

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Baltimore: Red Brook Corporate Center, 800 Red Brook Boulevard, Suite 300, Owings Mills, MD 21117
Greater Washington, DC: Democracy Plaza, 6701 Democracy Boulevard, Suite 300, Bethesda, MD 20817