Family Multi-generational Wealth
Successfully maintaining wealth across generations requires advisors with extensive expertise to provide effective solutions for those challenges. Keiter has two decades worth of experience serving many multi-generational wealth families in Virginia. Keiter’s Family, Executive, and Entrepreneurial Advisory Services group is experienced in all aspects of income, gift and estate taxation; trust tax compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
We have a depth of professional resources dedicated to minimizing our client’s tax burdens, through careful consideration of federal, local and international regulations with the end goal of balancing risk, while maximizing wealth.
Each client’s goals, financial situation and family dynamics are different. Keiter looks at the full spectrum of factors impacting your wealth and identifies effective solutions; and we do so with the highest standard of quality, integrity and professionalism. Our services include:
- Income Tax Planning & Compliance
- Gift & Estate Tax Planning & Compliance
- Charitable Giving
- Family Succession Planning
- Life Event Planning