Fierstein & Co. has brought together experts in law, finance, business, accounting and insurance who are equipped to address the needs of the affluent in the context of current financial and tax realities.

Our method involves three phases:

Analysis
Design
Implementation

First we analyze the circumstances and goals of our clients. We then develop a comprehensive plan that enables the client to make an informed business decision. Finally, we provide an implementation plan, a map, of how and when the client's objectives will be achieved.

Wealth Transfer / Estate Planning

The transfer of wealth to successive generations is impeded by federal and state legislation, principally tax legislation. Fierstein & Co. knows that opportunities exist within this system to perpetuate significant family wealth. While some taxation may be unavoidable its devastating effects can be avoided with careful planning.

All Solutions are individually developed.

They may involve the creation of trusts, charitable techniques, insurance planning or other strategies. In all cases, the implementation of the client's goals is advanced through a conservative and legally sound approach to estate tax planning. All of our solutions are coordinated to work in concert with the counsel provided by clients' legal and financial advisors--a key tenet of our interdisciplary approach.