Wealth Management

At JVL Associates, we have extensive experience helping clients with significant assets to create highly effective and sophisticated wealth management strategies with strong tax advantages. From exploring the most appropriate charitable giving techniques -- including making gifts of appreciated property, using donor-advised funds, and managing charitable private family foundations -- to creating trusts for transferring wealth to future generations or holding life insurance policies as part of an estate plan, we specialize in growing and protecting wealth.

We have expertise in utilizing non-traditional investments such as family investment companies for wealth transfer purposes. We can also provide accounting and record keeping services and assist in the active day-to-day management for the established companies. Leveraging our knowledge of gift and estate tax laws and the effect of complex changes in these laws, we regularly advise clients on lifetime gifting strategies that enable the transfer of wealth to future generations. We also work in tandem with many other professionals -- including attorneys, tax preparers, insurance agents, and bankers -- to ensure the coordinated implementation of effective wealth management strategies.


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P: 616-261-2800 | jvl@jvlassociates.com |
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