Wealth Planning Services

Individuals and families with substantial assets often face difficult decisions associated with protecting and extending their legacy.

wealth planning for private company owners and their families

Taj is experienced in addressing the many facets of wealth planning for private company owners and their families. Our professionals assist in exploring the issues relevant to wealth preservation and the transmission of wealth to future generations. Taj’s estate tax planning specialists work closely with the private client’s other professional advisors to address the complex issues involved in estate, gift, inheritance, trust, and charitable planning and to develop and implement an estate plan tailored to their needs.

Estates and trusts

Planning for the future is something all successful organizations and individuals do. Taj works with:

  • Owners of private companies
  • Wealthy individuals and families
  • Corporations looking to establish or grow their philanthropic activities and legacy

Taj assists clients with planning advice, tax aspects of trusts and gifts to individuals, nonprofits, charities or other philanthropic organizations. Deloitte advises charities on their charters and guide them when questions arise about various types of grants.

Taj and Deloitte brings mixed teams of lawyers and business professionals specializing in estate planning, commercial trusts, personal trusts, private company services and tax, according to the specific needs and objectives of the individual or company.

Donato Raponi, former head of the vat and other turnover taxes division at the European Commission, has joined Taj law firm, a Deloitte network entity, as a Partner.

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