Family Wealth Services
Trusted, credible advice begins with understanding your needs and concerns.
Planning to protect and grow your wealth has never been harder. Volatile financial markets, fluctuating currencies, a constantly evolving regulatory environment and a dauntingly complex tax code are increasing economic uncertainty and challenging traditional investment strategies. Trusted, credible and objective financial advice is more critical than ever.
McGladrey family wealth services professionals provide business owners, executives and wealthy families with just that advice. Because your issues don't exist in a vacuum, our advice doesn't come from one. You will work with an integrated team of finance, tax and succession planning professionals. We are devoted to first understanding your goals and the business, financial and personal issues that form them. We then work with you to develop comprehensive, tailored and streamlined solutions that address your full range of needs.
Most popular insights
Estate planning in a low interest rate environment
Expiration of tax cuts and other pending changes make tax planning for 2013 crucial
- Banking/Financial Institutions
- Consumer Products
- Financial Services
- Food and Beverage
- Government Contracting
- Government Entities
- Health Care
- Life Sciences
- Manufacturing and Distribution
- Private Clubs
- Private Equity
- Real Estate
- Specialized Industries