Pointe44 offers a variety of services to support our clients and their
families throughout every stage of life.
Management of tax return preparation for individuals, businesses, tax-exempt, trust, estate and gifts. Coordinated planning and preparation of estimated tax projections to identify and implement tax savings strategies.
Assist with designing, implementing and monitoring an estate plan. Review and recommend personalized wealth transfer and asset protection strategies.
Forecast spending and asset sufficiency through retirement. Review company related elections, including witholding, retirement plans, and integration of company benefits into personal financial plan.
Coordinate charitable giving to maximize income and estate tax efficiency. Identify direct and targeted giving solutions.
Create financial projections and determine liquidity needs. Develop long-term wealth accumulation strategies. Management of private equity capital calls and distributions.
Review existing policies, including life, property, excess liability, disability, and long-term care for sufficiency of coverage and income-protection strategies.