Family Wealth Planning

Real estate owners are uniquely-positioned with regard to wealth and estate planning as they are able to employ various strategies to minimize their tax burden when transferring assets from generation to generation.

Marks Paneth’s Real Estate and Tax professionals work in tandem with our client’s advisors to help real estate owners manage their wealth.

Leveraging our experience and sophisticated planning techniques, we develop estate plans to maximize intergenerational wealth, design family gift-giving programs and create and implement succession plans.