Few decisions are more complex and profound than how to implement a lifelong plan to manage personal wealth. At GBQ, we work with your family members and trusted advisors: attorneys, bank trust officers, insurance agents, and investment advisors to plan to reduce your tax burden, both near and long term; ensure your wishes are carried out; and accomplish a smooth resolution of all tax and estate matters.
We specialize in working with owners of closely held businesses, especially with succession and transition planning, and dealing with family issues. Effective wealth management and estate planning are personal matters. GBQ provides assistance to help you address these difficult yet important decisions. We can recommend and help implement strategies such as charitable trusts, gifts, and methods for avoiding probate.