Tailored Strategies for High-Net-Worth Individuals and Families

Allmon, DiBernardo & Associates preserves and grows wealth for our financially established clientele.

Minimize Tax Exposure To Maximize Wealth Preservation With Personalized Strategies

You’ve worked hard to build your success—now it’s time to protect that wealth for yourself and future generations. While enjoying the perks of your accomplishments is indeed a luxury to appreciate, for many people, true satisfaction comes from ensuring loved ones are financially secure for years to come. At Allmon, DiBernardo & Associates, we offer proactive and personalized tax planning strategies for high-net-worth families and individuals that minimize and often eliminate tax exposure. By safeguarding more of your wealth, we help you build a lasting legacy and achieve long-term financial security for the people who matter most.

  • Estate Planning

    We offer bespoke estate planning for high-net-worth individuals and families that goes beyond standard solutions. Our strategy focuses on protecting your wealth from unnecessary taxation. Allmon DiBernardo’s approach helps you secure your financial future, ensuring a smooth transition and minimizing legal or financial burdens.

  • Tax Planning

    We take a proactive approach to our tax planning and family tax services, continuously optimizing your financial strategies. By staying ahead of legislative changes and evolving circumstances, we reduce your tax burden, ensuring more of your wealth stays with you.

You’ve Built the Wealth—Now Shape Your Legacy

Allmon DiBernardo transforms your success into long-term security for future generations, ensuring your hard work provides comfort today and financial stability for all foreseeable tomorrows. Contact us today to schedule a consultation and create a tailored wealth preservation structure that aligns with your personal objectives and aspirations.

Plan a Secure Future

Case Study: How Allmon DiBernardo Helped a HNW Family Preserve Generational Wealth

Allmon DiBernardo helped a high-net-worth (HNW) family safeguard their $10.7 million estate for future generations. Tim and Pam (names changed to ensure confidentiality) sought advanced tax planning and estate management to protect their family business and wealth.

 

Problem

Tim and Pam had a long-standing CPA but needed specialized estate planning to minimize taxes for family wealth transfer. They were also concerned with ensuring their heirs could responsibly manage their inherited wealth.

Solution

Allmon DiBernardo crafted a comprehensive plan, creating several trusts tailored to Tim and Pam’s needs. These included trusts for essential needs, leisurely expenses, and educational funds, ensuring each aspect of the inheritance was responsibly managed while reducing tax liabilities.

Results

Through our approach, Tim and Pam avoided estate taxes, ensuring their wealth would be preserved for future generations. Their heirs now have clearly defined financial structures to manage their inheritance responsibly, securing the family’s legacy into perpetuity.

Frequently Asked Questions About Strategies for High-Net-Worth Individuals and Families

At Allmon DiBernardo, we provide highly personalized, forward-thinking strategies. We go beyond simple compliance by focusing on proactive tax planning, long-term wealth preservation, and methods that simultaneously ensure you meet your business and personal goals.

Flexibility is crucial to our approach. Our proactive monitoring ensures we can adjust strategies based on life events, economic shifts, or any unexpected changes, ensuring your financial goals remain on track.

Becoming a client at Allmon DiBernardo is a straightforward 3-step process. First, you request a consultation and submit your tax documents for review. Next, we consult to discuss your financial situation and potential strategies tailored to your needs. Finally, after reviewing your information, we prepare a comprehensive proposal outlining potential tax savings and customized strategies. This process ensures that every solution or strategy for high-net-worth clients we offer aligns with business and personal financial goals.

Let’s Discuss Your Wealth Preservation Goals and Needs

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