Estate Planning

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The Family Wealth team of accountants and professionals at Lauterbach, Borschow & Co. (in conjunction with Lauterbach Financial Advisors, where applicable), provides a wide range of consulting and advisory services to high-net worth individuals, families, executives, entrepreneurs and closely held businesses.

In today's complex and interrelated world, our Family Wealth team is uniquely positioned in the region to look after our clients' complete financial picture to allow them to focus their time and energy on their personal, professional and financial goals.

Our experienced accountants assist our clients with strategic, long term tax and retirement planning, as well as with satisfying their tax reporting requirements (like income, gift, as well as with FBAR and FATCA filings) and with representation before tax authorities. Additionally, we coordinate with our clients' team of professionals to help them design and implement their Estate, Succession, and Philanthropic plans.

When needed, our Valuation team is ready to assist our Family Wealth clients through asset appraisals and business valuations.

Finally, Lauterbach Financial Advisors, an independent registered investment advisory firm, assists our clients in organizing, evaluating, monitoring and managing their individual and family wealth to create a Full Picture Financial Plan designed to help our clients and their families live with financial confidence.

OUR FAMILY WEALTH SERVICES INCLUDE

  • Tax Planning and Compliance
  • Consulting Services
  • Valuation services
  • Estate, Succession and Philanthropic planning assistance

ADDITIONALLY, THROUGH LAUTERBACH FINANCIAL ADVISORS, WE OFFER:

  • Fiduciary, Full-Picture Financial Planning
  • Goals-Based Portfolio Management

FAMILY WEALTH & ESTATE PLANNING PRIMARY CONTACTS:


Scott Kobren
Tax Partner
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Steve Rash
General Services Partner
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Steve Lauterbach
Managing Partner
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Bill Johns
Tax Partner
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Cindy Lyons
Tax Partner
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Mark Groover
Tax Partner
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