Tax & Estate Planning

Our team can work with your accountant and other professionals on your tax planning needs. Through our planning, we can discover ways to save on taxes and help maximize your investments. 

While you can’t take it with you, the wealth you’ve built will have a destination. Will it be the IRS or the probate court? Hopefully not – if you devise a thoughtful estate plan. You may plan to transfer some of your wealth for social purpose, or you may wish to focus on creating the best possible legacy for your children and grandchildren.

The Olivier Group can work collaboratively with your family and its trusted business and legal advisors to help you retain wealth and keep greater portions of your assets from draining away to the government. We can arrange for the harmonious transfer of personal wealth and business assets, acting as the “coach” to supervise and refine the process.