Audientis
serves an exclusive clientele of closely-held private business
owners and wealthy individuals.
We integrate and coordinate with a client’s trusted
advisors (attorneys, accountants, business managers) to create
a comprehensive master plan.
One of our mottos is “You cannot plan in a vacuum”.
This means that you cannot make important estate planning
decisions piece meal.
In order to develop a truly comprehensive plan, you
must understand how different decisions affect each other
and the overall plan.
We manage issues ranging from succession planning and
estate planning to the purchase/sale of businesses, including:
·
Estate
Distribution
·
Sophisticated
Charitable Vehicles and Trust Development
·
Succession
Planning
·
Valuations
·
Business
Purchase & Sale
·
Asset
Protection, Management and Investment
