For the successful family
Private client legal and advisory services revolve around the unique concerns and issues that impact affluent families. Wealth increases financial complexity but, with some advance planning, many wealth concerns can be eased or avoided. The most effective planning integrates the planning for the important facets of a family’s life and synchronizes tools and techniques to work in harmony. Primary areas of concern for successful families consist of protecting assets (for current and future generations), developing a practical transition program for incapacity or death, minimizing taxes and family discord, and to encourage family values and success.
Contact
➤ LOCATION
2255 Glades Road, Suite 324A,
Boca Raton, FL 33431
and
165 West Putnam Ave.,
Greenwich, CT 06830
☎ 561/990-3780 or 203/703-9074
info@adamchodos.com
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