Wealth Management & Preservation

Planning can postpone, reduce, or even eliminate the impact of taxes. Our experienced advisors understand the structure and operation of our tax laws and work with you to craft the most advantageous tax plan for you. From calculating and filing your federal and state income tax returns, to assisting you with your gift and estate taxes, we can fulfill all your personal taxation needs.

For more information about how our income tax experts can help you, please contact us today.

Our affiliate, H&S Financial Advisors LLC, offers step-by-step financial planning services designed to help you achieve your financial goals, as well as greater long-term financial security.

These services include:

• Analysis of family budgets and net worth
• Clarification and prioritization of goals and objectives
• Cash flow analysis and planning
• Education planning
• Retirement planning
• Development of a formal financial plan
• Plan implementation and product suitability

College costs continue to outpace cost of living increases. Economists estimate that by the year 2019, a private college education could cost $63,039 a year. So whether you are investing in someone else’s education, or your own, we can help to make sure that you will be financially prepared.

To find out more about our individualized approach to education planning, please contact us.

Charitable giving satisfies a multitude of objectives, from minimizing tax liability to creating a legacy. Our affiliate, H&S Financial Advisors LLC, works with you to help you fulfill your goals and benefit your chosen charities.

To learn more about how H&S Financial Advisors LLC can help you achieve your philanthropic goals, please contact Martim de Arantes Oliveira at 650.610.6100.

No one can replace you as the owner of your business but if you aren’t there to run your business, what will happen to it?

Our experienced team of professionals has worked with family owned and privately held companies to design a plan for effectively passing on your business. We don’t just stop there – we take into careful consideration the financial implications associated with transferring your business and work on creating a financial plan that will minimize tax implications while leaving you with adequate funding to complete your financial goals.

To find out how we can help you, please contact us.

There are many strategies available for retirement planning and saving. We act as your advisor, working with you to identify the best strategies for you. We then develop a retirement solution that works for your financial goals and helps you to make the most of your retirement dreams. Contact us for more details.

Benjamin Franklin once said, “Nothing in life is certain except death and taxes.” Unfortunately, we can’t change that but we can work with you to develop a plan that ensures a smooth transition of your estate upon your death while minimizing taxes and administrative costs.

Our estate planning professionals do more than just protect your estate from tax liabilities. We meet with you to learn about your assets and to understand your goals. Once we have a thorough understanding of your current financial situation and your future objectives, we work with you, your attorney, and other financial advisors to formalize your wishes. But more importantly, we focus on developing a plan that minimizes the emotional and administrative burdens of your heirs.

To find out how we can help you, please contact us.

Sound risk principles contribute to enhanced profitability and more efficient allocation of capital to support growth. Our affiliate, H&S Financial Advisors LLC, will work with you to identify, assess, and manage the impacts of credit risk, operational risk, and market risk on your wealth.

To learn more about risk management and our unique integrated, independent and focused approach, please contact Martim de Arantes Oliveira at 650.610.6100.