HIGH NET WORTH INDIVIDUALS

LMG is committed to providing High Net Worth Individuals comprehensive tax planning strategies that strive to preserve assets, take advantage of growth opportunities and minimize tax burden. We spend the time needed to evaluate your unique situation in order to design a personalized plan best suited for you. We take great pride in our strong and enduring client relationships and commitment to excellence.

Some services that we offer to High Net Worth Individuals are:

• Tax and Financial Planning
• Estate Planning
• Gifting Strategies
• Wealth Transfer
• Asset Protection