Successful executives and other wealthy individuals can be so busy working and making a living that they may not have time to adequately plan for their financial future. AH&M is highly skilled in handling personal accounting and financial matters.
Our professionals often work with other professional advisors to handle legal, insurance and wealth management needs. Further, AH&M can offer unbiased insights and evaluation of investment managers, attorneys, insurance agents and other service providers.
We provide a range of services for executives, including:
- Tax compliance and planning
- Estate planning
- Gift planning
- Cash flow and budgeting
- Retirement planning
- Debt restructuring (real estate and other assets)
- Insurance/risk management
- Financing children’s education
- Stock option planning