Legacy Planning

Looking after business owners' personal financial needs is a natural extension of our business services. At OUM, we tailor our services to meet the unique needs of high net worth individuals and families. We realize that wealth management is unpredictable and complex. You need a trusted advisor who can assist you in achieving your objectives and meeting your financial needs.

Our clients include executive teams of Fortune 500 companies, owners of closely held businesses, successful individuals, family office investment managers, and bank trust departments that serve individuals and families with net worths ranging from five million to over one billion dollars.

We provide creative, technical expertise in the following areas:

  • Income tax planning and consulting
  • Estate and gift tax planning and consulting
  • Family trusts
  • Retirement distribution designs
  • Charitable and philanthropic tax planning strategies
  • Family limited partnerships