Wealth Management

Introduction

For years, the peer-recognized attorneys of Grimaldi & Yeung LLP have advised clients with respect to their most difficult estate planning concerns and their estate administration and trust management issues, including estate litigation. Our firm draws on this significant experience to offer clients prudent direction for wealth management throughout the five boroughs.

Wealth Management Lawyers

Our approach enables our clients to preserve relationships and family harmony. Because we work individually with each of our clients, we learn their family dynamics and help them structure their wealth management legal strategies to take these particular sensitivities into account ahead of time.

We help our clients in a number of ways, including helping them make use of:

  • Tax-saving strategies, such as gifting
  • Trusts
  • Transfers
  • Asset protection options
  • Business succession planning
  • And more

We already understand the pitfalls faced by too many people at the end of their lives when it comes to estate planning issues and wealth management. Our experience in these matters means we work with each of our wealth management clients to proactively manage their wealth, identifying their wishes and creating the legal documentation necessary to ensure the fulfillment of those wishes in the future.

To best provide this level of service, we offer legal guidance in a variety of languages, including Cantonese and Mandarin Chinese. We know that many of our clients deal with issues in handling wealth that can only be addressed by a personalized approach to the law in a particular language.