With an estimated net worth of over $16billion, it is with ease that Joseph Lau is able to obtain and boast pieces from Warhol, Gaugin, and Hockney, to name a few. His team of financial planners, attorneys and other advisors know how important his legacy is to him, and thus they implemented a plan that works best for Mr. Lau.
We can do the same for your client. We work in coordination with the clients CPAs, bankers and attorneys to implement a plan that is best for them, not a plan that is best for us. We know that no two cases are the same and that the complexity of each situation calls for a unique solution. A plan that provides maximum control with tax efficiency that provides a smooth conveyance of assets and guarantees the lifestyle and standard of living for your client, their children, and their grandchildren.