In today’s fluid tax and regulatory environment, Saul N. Friedman & Company helps you understand your financial options and plan wisely for your family’s financial future.

Family wealth planning is a long-term project, based on a comprehensive financial analysis and foresight. Time and again, it has been proven invaluable in choosing the best approach to managing wealth, preserving it, and passing it on for generations.

How we can help you protect your wealth and ensure security for decades to come:

Establishing Trusts
& Charitable Foundations

Comprehensive
Investment Advice

Intergenerational
Estate Planning

Advice on Insurance
(General, Life & Health)

Mediation for Businesses,
Shareholders & Families