Brown Smith Wallace Family Wealth Planning Group offers coordinated tax and financial planning strategies for situations that go beyond the ordinary.
By utilizing highly sophisticated planning techniques to ensure that an optimal solution is achieved for each and every client, we can help you maximize the potential of your wealth.
We also work seamlessly with you and your other advisors – attorneys, life insurance agents, investment advisors -- as well as our strategic partners, to ensure all aspects of your wealth and your available options are considered in the advanced planning process.
Who normally needs advanced planning? 
- Are selling a business or appreciated assets
- Desire rapid wealth transfer
- Have annual income in excess of $500,000
- Have large balances in qualified plans
- Have large unused capital losses or credits
- Have significant charitable giving desires
- Hold a concentrated stock position
- Receive significant investment income
Why should I engage
Brown Smith Wallace?
By working with our vast network of professionals and by working hand-in-hand with you, we can offer options for managing your wealth with cutting-edge, highly innovative solutions.
What else should
I consider?
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