AUDIENTIS is a unique and exclusive financial advisory firm helping clients succeed in a complex, high-touch environment. The number of our clients is intentionally small, which allows us to remain agile and to form unique personal relationships not afforded by larger firms. Our clients have already attained great success and wish to focus more on preservation of wealth than creation of it. Life changes, goals shift, and your estate plan should move in accordance with those goals. Lack of adequate estate planning can cause undue financial burdens to loved ones (estate taxes can run higher than 40%), so at the very least a will should be set up even if the taxable estate is not large. A lack of estate planning will not only affect your family, but also your valued employees in your organization. Audientis will help you design and implement an estate plan that will serve as contingency planning in order to keep your organization well prepared for any sudden attrition that may happen and reduces the impact of losing key employees to a great extent. Estate planning is a continuous process that changes along with the natural stages of life and that should be reviewed on a regular basis to ensure you are atop the latest trends. Audientis will help you plan for the unexpected with creative strategies in order to protect your loved ones, your valued employees, and your passions in life. We will work with you to identify your goals, and then recommend the tools and techniques that will enable us to accomplish those goals in a tax-efficient manner.
FOR FAMILY OWNED AND CLOSELY HELD BUSINESSES
Audientis understands the day-to-day responsibilities of business owners that often keep them from developing a comprehensive plan for their most important financial assets. Without proper planning, only a fraction of family-owned businesses survive into the second generation; even fewer into the third. Our expertise allows us to develop custom-tailored solutions that address your immediate financial difficulties, as well as your longer-term operating, financial and strategic objectives.
TAX PLANNING: A KEY FOCUS
For us, there is no greater satisfaction than seeing our clients achieve their financial goals and dreams. Your family’s legacy is one of your most valuable assets, and the successful transfer of wealth and values from one generation to the next requires the proper estate planning tools. You’ll also need a trusted partner with the practical and technical expertise, as well as passion and commitment, to achieve your goals. Audientis will develop tax-efficient strategies to reduce your overall estate tax exposure, introduce sophisticated family and charitable gifting strategies, and consult on techniques that will safeguard assets for future generations.
We work frequently with our clients’ attorneys and advisors to implement their plans, and our relationships with the country’s leading money managers allow our clients access to the services they offer. Together, we will preserve your legacy through the development of fully-integrated, multi-generational strategies for the distribution of wealth that are consistent with your goals and values
Audientis works with a select group of client families who prioritize wealth management and long-term strategic vision. Our clients wish to maximize their family’s values as much as they do the value of their assets. Yet the complexity of managing their wealth, as well as family dynamics, can provide daunting challenges. Implementing clarity and strategy in family business is where Audientis excels.
We work together with you to ensure that your business objectives match personal goals. Our services are developed from your perspective, and each plan is customized based on your individual or family’s needs. Our philosophies revolve around Estate, Gift & Trust Planning, Asset Protection, Business Valuation, Strategic Philanthropy, Family Business Consulting, Wealth Distribution Planning and Tax Minimization Strategies.
Audientis has a fiduciary responsibility to act in its clients' undivided best interests. Our clients entrust us with their finances and Audientis' value is to always place our clients' personal interests first and provide the best representation of our clients' wishes. Audientis guarantees you transparency in all engagements and is committed to respecting and adhering to ethical business best practices that put our clients first
We want to be your trusted advisor and business partner, and we will work exhaustingly to do so. Audientis operates in an environment of complete privacy, discretion and loyalty. Audientis will instill the confidence and peace of mind that your business objectives and personal goals are being well-managed by expert, attentive advisors to ensure that your values, principles and wealth will endure... today, tomorrow and for generations to come.
Bill is the Managing Director of Audientis. He specializes in total wealth management planning, including securities and real estate markets, personal investment strategies, estate tax planning, mergers and acquisitions, restructuring, and financing. He is focused on servicing the complete needs of high net worth individuals and wealthy families in the United States. Bill has over 25 years of experience in the wealth management field.
Bill started his financial services career in the United States Bankruptcy court, then with Cigna Financial Advisors, where he served as a registered representative. He provided financial advice to the owners of closely-held private businesses.
Since founding Audientis in 2002, Bill has worked with some of the wealthiest individuals and families in the United States. He has also served as a principal for several real estate companies specializing in capital and commercial development, real estate syndication, and bankruptcy restructuring and management.
Bill Pergolini has earned a BA in Economics from Villanova University.