When it comes to preserving your wealth and protecting your family's future, expertise in planning and creative thinking are crucial.

Services & Solutions for High-Net-Worth Individuals/Families

Restivo Monacelli is well-versed in providing our clients with sophisticated estate and gift planning, trust administration and compliance to ensure that you are maximizing your wealth and a lifetime of assets are safely transferred to future generations.

 

In addition, we stay ahead of the curve on rules and regulations in order to minimize the impact of gift, estate, and income taxes on our high-net-worth clients. We work closely with attorneys and other professional advisors to develop thorough business succession plans that are personalized to meet our clients' distinct needs. Our progressive team of tax professionals provides clients with innovate strategies and solutions to cut their tax liability, protect their assets and reduce their risk with the IRS.

  • Estate plan review, analysis, and tax projections

  • Preparation of income, estate, and trust tax returns

  • Trust administration and compliance

  • Assisting trustees with trust compliance and tax planning

  • Post-mortem tax planning and administration

  • Assistance with sales/gifts to intentionally defective trusts & compliance

  • Generation-skipping tax planning and compliance

  • Private foundations and charitable planning

  • Business succession planning

Estate & Trust Planning

Financial & Wealth Management

  • Trust and estate planning

  • Family limited partnerships

  • Education financial planning

  • Retirement planning

  • Wealth accumulation and preservation

  • Succession planning

  • Litigation support in divorce matters

Tax Services

  • Charitable and Gift-Giving Strategies

  • Income Tax Planning & Projections

  • Multinational/Multistate Taxation

  • Tax Controversy-Audit support

  • Tax Credits & Incentives

  • Tax Return Compliance

  • Transaction Advisory