PID 3075


Professional Services

At Foster Victor, we are relentless in our efforts to add value to the client experience. The Professional Services team works closely with your Wealth Coach and Planning team to maximize the potential of your financial future and safeguard your legacy. Our in-house legal and tax advisors collaborate with your outside attorney, accounting or tax professionals on issues related to:

 

  • Estate Planning
  • Charitable and Lifetime Gifting
  • Generational Wealth Transfer
  • Estate Equalization
  • Trust Strategies
  • Tax Mitigation
  • Tax Bracket Shifting
  • Strategic Tax Analysis
  • Tax Efficiencies
  • Business Structures
  • Business Succession Planning
  • Real Estate Transactions, and

 

The Foster Victor team of wealth coaches, planning specialists and investment strategists guide you on the path for success through impeccable financial planning. From there, each member of the Professional Services team provides a niche area of expertise to compliment your plan, implement key strategies and provide you with a level of service rarely seen in the industry. Our goal is to leave no stone unturned when it comes to the financial health of our clients and their families.