Our creative thinking fosters wealth preservation. It takes business acumen and in-depth knowledge of the intricacies of the law. Creating optimal financial plans for transfer of family wealth and business control has always been an integral part of the long-term relationships we cultivate with our clients. As advisors and confidants, we approach each client's wealth preservation set of circumstances for what they always are - personal and unique! We work with our clients and their advisors to create unique, effective and efficient solutions for wealth preservation plans - solutions that minimize estate and gift tax liabilities, maximize heir inheritance, coordinate asset protection with estate planning objectives, and provide smooth transition, business succession and intergenerational transfers. Advisory Services and Planning Charitable Giving and Trusts Court Accounting Estate and Trust Disputes Estate and Trust Income Tax Returns Family Wealth Preservation & Intergenerational Succession Insurance Consulting Services Inventory of Assets Maintenance of Books and Records Retirement Plan Consultation Tax Projections, Analyses & Alternatives Valuations for Estate Planning Issues © 2007, Mallah Furman. All Rights Reserved.   The CPA licensure designation is regulated by the State of Florida.   The CVA designation is regulated by the National Association of Certified Valuation Analysts.   Privacy Policy | Legal Disclaimer | Site Map