Respect. Relationships. Results.

For over 25 years, C. William Tanzi has conducted a sophisticated private client and wealth preservation practice centered on providing experienced and effective legal counsel to high and ultra-high net worth individuals and their families.

It’s no surprise — U.S. and international entrepreneurs, investors and professionals who have achieved a certain measure of financial success are generally well-aware of the potential benefits and pitfalls involved in preserving and protecting their wealth.  They recognize that plans for building a secure financial future must be focused on the deployment of assets in ways that can help minimize unnecessary tax and non-tax risks and maximize the benefit to themselves and their heirs.  

An "opportunities-driven" mindset is essential to realizing the financial and investment goals of any successful person -- and, in turn, this rationale holds true in choosing effective strategies for estate planning and wealth preservation aimed at maximizing tax savings and creating flexible structures for the protection of assets that will stand the test of time.

We respect these goals.  Relationships with our private clients and their families are grounded in the philosophy that every individual comes to us with a unique array of estate planning needs and objectives.  Each client representation therefore is a customized and personalized experience.  

We show our affluent clients how best to marshall their assets and resources under a specialized wealth preservation planning "continuum" -- a fully-integrated combination of the most effective, flexible and cutting-edge techiniques that can be employed to address the challenges of today's uncertain tax environment and to decrease exposure of assets to unforeseen and, perhaps, costly potential future liabilities.

Success is measured by achieving results consistent with a person's unique goals -- balancing lifetime needs with long-term estate objectives.  That is the fulfillment of the planning process. 

Getting proper legal advice from an experienced, results-oriented attorney who can assist you in formulating customized, effective wealth preservation strategies is essential.  It's a key step toward realizing your estate planning and asset protection objectives and ensuring the creation of a lasting legacy for your family and future generations.

C. William Tanzi is that attorney.
 

The information appearing on this website and its associated writings is for informational and educational purposes only, and does not constitute legal advice or opinion.  Such advice or opinion is provided by the firm only upon engagement with respect to specific factual situations. 

IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any discussions of U.S. federal tax issues contained in this website (including any attachments) are not intended or written to be used, and may not in fact be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction, matter or subject addressed therein.