Estate And Succession Planning

Our clients recognize the commitment that FGMK makes to understanding their planning goals and delivering personalized strategies to achieve them. FGMK works closely with our clients’ legal and financial advisors to formulate estate and succession plans that will protect their legacy and ensure that their estate and inheritance wishes are respected and carried out.

Our team of professionals works not only with high-net-worth individuals, business owners, entrepreneurs, corporate executives, and family offices, but with all FGMK clients to understand their needs and help them achieve their legacy goals, while minimizing current and future tax liabilities. Our knowledge and experience encompass sophisticated domestic and cross-border estate and trust planning. A collaborative approach will ensure that legacy planning needs are met. We recognize that unpredictable events will occur that will impact personal and business assets. As your long-term estate and succession planning advisor, we will continue to review, monitor, and adapt your succession plan so that your planning goals, requirements, and expectations are met.

FGMK’s Estate and Succession Planning team provides a broad range of services, including, but not limited to, the following services:

  • Asset protection
  • Business succession planning
  • Charitable planned giving strategies
  • Elder care planning
  • Estate, gift and generation-skipping tax compliance and planning
  • Family office accounting services
  • Family office formation and implementation
  • Income tax compliance and planning for estates and trusts
  • International estate planning
  • Liquidity planning
  • Multi-generational wealth preservation
  • Pre-nuptial planning
  • Special needs planning
  • Sophisticated wealth transfer strategies
  • Valuation planning and compliance

Charles F. Schultz III

312.818.4303

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As your long-term estate and succession planning advisor, we will continue to review, monitor, and adapt your succession plan so that your planning goals, requirements, and expectations are met.

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