Clients
» Home » Our Services » Wealth Management
Banyan offers guidance on all of your wealth management needs. Internally, our team of financial professionals includes two attorneys experienced in tax and estate law supported by a number of CFP-credentialed staff. We also augment our internal planning resources with a trusted law firm with whom we partner on behalf of our clients on complicated legal and tax issues. We can also work with your existing planners and accountants as you request.
Financial Planning and Retirement Planning
We provide specific advice on how to achieve your financial goals, given current and future resources, along with guidance on the tax implications of the plan.
Estate Planning and Wealth Transfer
Guidance geared toward retirement and income planning, asset protection and preservation, support for charitable causes and/or the efficient transfer of wealth to beneficiaries for the purposes of business succession, family legacy, long-term care planning or other considerations.
Philanthropic Planning
Guidance on design and strategies that can meet legacy goals while minimizing estate taxes, increasing value while enhancing long-term income potential for beneficiaries. We can help identify the structures and organizations that will help meet your objectives and requirements.
Business Succession Planning
Oversight and structuring advice to execute the transfer of a privately-held business in order to maximize value whether you are selling outright, retaining a portion, or transferring to family members or key employees.
Fee – Banyan assesses a flat-rate fee for financial consulting and wealth management services based on the scope of services required. These fees would be determined in advance and can range from $8,000 to $15,000 typically. Importantly, our fees do not include other fees or expenses that may be incurred if a client chooses another professional as a result of our recommendation for specialized services.