Wealth Preservation
At Cuddy & McCarthy, we provide practical tax solutions to high net worth individuals, private businesses and financial institutions. Our wealth preservation attorneys deliver comprehensive advice quickly and efficiently through the use of multidisciplinary teams tailored to the specific needs of each client. We help our clients:
- Minimize taxes
- Provide for family through estate planning
- Form family entities
- Form tax-efficient structures
- Protect assets
- Develop business succession and liquidity plans
- Plan philanthropy