Wealth Management

With greater financial worth comes greater responsibility. At O’Connor & Drew, P.C., we understand this. We work to help affluent families with significant wealth organize and manage their finances. Our wealth management professionals have the technical expertise to provide family office support services, act as consultants to internal family office groups, and advise our clients’ on sophisticated tax and financial planning strategies.

O’Connor & Drew, P.C.’s tax professionals offer specialized tax packages and compliance planning services that include an analysis of marital status and residency issues. Our goal is to make our clients aware of their financial situation and options, and to help them make informed decisions and know the outcome of each significant decision. We also assist families with the use of special philanthropic entities, such as private foundations, charitable remainder trusts, and charitable lead trusts.

All of these areas can have significant tax implications if not managed properly. Given the ever-changing requirements of tax and government authorities, it’s imperative that you obtain the best guidance and planning possible.