Bing & Einwohner LLP does not lose sight of the concerns families have regardless of whether they are passing assets of a significant or modest dollar value. We understand that many assets cannot be assigned an arbitrary price tag, but rather have a deep and personal value. In that regard, our clients want expert advice and assistance in preserving their assets for the use and enjoyment of future generations.
This work is sensitive and necessitates the assistance of professionals who understand the principles of risk management, asset building, and wealth preservation. We often work with our clients’ financial advisors to promote strategies and implement plans that coincide with their relative risk tolerance, while making sure that we identify potential issues and outcomes so that our clients remain educated throughout the process.