High Net Worth Individuals & Families

Whether your wealth has accumulated over the last few years or over generations, Farkouh Furman & Faccio understands career and personal commitments are often times very active and demanding. As your “family office,” our firm provides the full range of tax planning and compliance, succession, trust and estate planning, wealth accumulation strategies, business advisory and accounting services to maximize tax savings and help you achieve your financial goals.

Wealth Management
Since 1974, Farkouh Furman & Faccio has built strong long-lasting relationships with many of our clients who achieved their financial success in a broad spectrum of industries, professions, and inherited wealth. From tax and financial planning to strategies for structuring wealth preservation and estate generation transfers, you can trust we will understand the personal and emotional sensitivity related to your issues.

Trusts & Estates
Farkouh Furman & Faccio’s approach towards estate, gift and trust planning is proactive and strategic. Our objective is to work with you in developing a plan that meets your expectations and demonstrates foresight in the face of changing laws. We leverage our extensive experience in intergenerational, estate, trust and gift tax planning to develop options that maximize your tax savings to the greatest extent possible.

Services for high net worth individuals and families include:

  • Cash-flow management
  • Financial planning
  • Trust, gift & estate planning
  • Investment consulting and analysis
  • Philanthropic consulting
  • Retirement planning
  • Succession planning
  • Establishment and operation of charitable foundations
  • Tax consulting & compliance
  • Wealth transfer strategies
  • Preparation of Federal and State gift tax returns
  • Preparation of Federal estate tax returns & applicable State inheritance/estate tax returns
  • Preparation of Federal and State fiduciary income tax returns
  • Preparation of Federal and State Charitable Trust Information returns