High Net Worth Individuals

KAF takes a comprehensive approach to wealth management that minimizes tax exposure and ensures sustained growth for future generations. We provide the personalized service you need and deserve. We serve as personal advisors helping you to manage your wealth effectively through financial, tax and estate planning. Our personal approach helps us to devise strategies that are aligned with your personal or family goals while ensuring growth and prosperity.

Comprehensive Services include:

Individual Income Tax Planning	Assistance in Obtaining Financing
Personal Insurance Review	International Tax and Compliance
Charitable Planning and Gifting	Retirement Planning
Estate Planning and Review	Stock Option Planning
Family Trusts and Asset Preservation Planning	Business Succession Planning

The knowledge KAF has gained in serving high net worth individuals and families allows us to build strategies that meet your unique needs. Our advisors take the time to understand your personal aspirations and manage your wealth based on your goals.

As advisors, our focus is on you and your family, and we will partner with your other advisors - legal, insurance or investment professionals to ensure there is a plan in place to reduce your tax liabilities, mitigate risk through insurance, tax efficient investing and plan for the future.

For more information contact:

Edward J. Berardi, CPA, JD
E-Mail: eberardi@kafgroup.com
Phone : 781-817-1141