Wealth Planning - Focused on You

Our professionals have extensive experience in wealth planning, including graduate degrees in business, law, and wealth management, and the leading credentials in the field of private wealth management (Chartered Financial Analyst®, Certified Private Wealth Advisor®, Certified Public Accountant, Chartered Financial Consultant, Certified Financial PlannerTM, Accredited Estate Planner®, Chartered Life Underwriter, etc.). We have the experience and the expertise to develop a comprehensive wealth plan tailored to your goals and to coordinate with your family’s legal and tax professionals, creating your wealth planning team. Our approach removes the barriers to integration and ensures that asset management, estate planning, risk management, and family governance decisions are not made in ‘silos’ – but are rather made with the larger picture in mind.

Solutions tailored to you

FIDUCIARY SERVICES*
  • Trustee services*
  • Trust, partnership and life insurance vehicles
  • Planning and communication with donors and beneficiaries
  • Tax planning and preparation*
  • Family trust pooled investments and accounting*
WEALTH PROTECTION AND TRANSFER*
  • Estate planning
  • Tax-efficient wealth transfer
  • Multigenerational strategies
  • Insurance strategies
  • Dynasty and offshore trusts*
  • Business succession and transfer issues
PHILANTHROPY*
  • Philanthropic planning and administration
  • Charitable trusts*
  • Private foundations*
  • Donor advised funds
ASSET-SPECIFIC ANALYSIS AND PLANNING
  • Business ownership and closely held assets
  • Concentrated wealth
  • Executive compensation
  • Retirement plans and IRAs
  • Real estate asset management*
  • Other special assets
ESTATE SETTLEMENT AND ADMINISTRATION
  • Asset valuation and distribution*
  • Real estate services*
  • Succession planning
  • Tax preparation*
FAMILY GOVERNANCE
  • Family wealth education
  • Family governance insights and trust structures

*Fiduciary, legal and tax planning/preparation services are facilitated via outside providers and referral relationships. Representatives of Lau & Lau Associates, LLC & MML Investors Services, LLC do not engage in the practice of law, nor do they provide tax preparation services; you should seek the advice of qualified legal and tax professionals on all legal and tax-related issues.

Chartered Financial Analyst® is a registered certification mark of the CFA Institute.

Certified Private Wealth Advisor® is a registered certification mark of Investment Management Consultants Association Inc.®

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.