Family Office Specialty Services
Legacy Planning for Your Asset Protection and Value Preservation
You worked hard to accumulate your wealth, but face the challenges of understanding how best to protect what you have worked so hard to acheive. Planning for your family’s financial future is not just for the one-percent; it’s important for everyone especially if you have a spouse or children. At O’Connor & Yu, LLP, we help you navigate the increasingly complex tax environment, transfer wealth strategically, and make sure your assets are protected. We’ve developed relationships with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. We work with you to address the complexity in your life.
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Why Clients Choose Us?
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