High Net Worth Individuals & Families

GCS prides itself on its ability to deliver the highest level of professional expertise coupled with the high level of personal attention and regular ongoing advisement our high net worth clients require:

Income Tax Planning and Compliance

GCS has vast expertise in all individual income tax planning and compliance issues at the Federal and the state and local levels.

Retirement Planning

GCS reviews the status of existing retirement plans and advises on strategies for the set-up of additional plans or IRAs, funding, growth strategies, withdrawals, and rollovers.  GCS will also advise you on getting the maximum benefits from any existing employer sponsored retirement plans.

Education Planning

GCS projects the future educational expenses of the younger generations of family members and develops a plan for funding these future obligations using Section 529 Plans and other options available.

Estate and Gift and Inheritance Tax Planning and Compliance

GCS has vast expertise in all estate, gift and inheritance tax planning and compliance issues at the Federal and the state and local levels.

Trusts

Trusts can be used strategically to accomplish various income and estate tax planning objectives, in addition to more effectively facilitating the transfers of assets to beneficiaries and easing probate requirements.

Concierge Services

Designed specifically with the busy high net worth individual in mind, GCS provides a vast array of services including personal recordkeeping, bill payment, cash flow management, household payroll administration, investment performance monitoring, and more.  Although available as a stand-alone service, we find that our Concierge Services are especially effective when integrated with one or more of our other High Net Worth Services for Individuals and Families.