Provided by Brown & Streza LLP
With wealth comes a cross-section of business, tax, trust,
estate, and charitable issues. These may include protecting key
assets, preserving wealth, minimizing income, gift, and estate
taxes, effecting successful business succession, and ensuring a
family wealth legacy for generations. For over 50 years, we have
helped some of California’s most successful individuals, families,
entrepreneurs, and business-owners identify their priority needs
and goals and seize their unique opportunities.
No two individuals, families, or businesses are the same.
Our process begins by learning about you and your unique
facts. We bring our considerable experience to identifying
potential solutions to accomplish your goals. We complete
the necessary diligence with you and your other advisors
and settle in on the best solutions for your priorities. We
then implement those solutions with you and your CPA and
trustee to ensure long-term success. If you desire, we meet
with you and your advisors regularly to maintain and update
your planning for any changes in your needs, goals, and new
opportunities.
Provided by Chambers
Brown & Streza LLP is recommended for its trusts & estates practice. The Irvine-based firm routinely advises ultra high-net worth clients on business succession planning, estate and trust administration, as well as tax planning, audits and appeals on both federal and state levels.
Matt Brown, the head of the firm's tax, trusts & estates group, is a key contact.