We advise high-net-worth individuals, couples, families, and their fiduciaries on the protection and management of assets, and we help provide the long-term security that enables our clients to focus on other personal and professional goals.
The most important service we provide is peace of mind.
Many of our clients are business owners or entrepreneurs who have worked hard all their lives. They have either already realized significant wealth or stand to do so upon a future acquisition or sale. They want to keep as much as possible out of their estate for tax purposes. At Much, we regularly employ sophisticated gift and estate tax planning strategies to minimize or eliminate estate taxes – thereby preserving millions of dollars in value for our clients.