The Shaffer-Perez Group is a successful practice working with multigenerational families on complex estate, tax*, and business succession planning; including risk management; and designing tailored investment management solutions after liquidity events. The team works to surround a client’s family with enough specialists and advisors to provide the needed advice and guidance.
True collaboration begins with listening: striving to gain an intimate understanding of a client’s current situation, goals, dreams, and other important aspects of their life. It is the context that allows us to devise a finely tuned financial plan for a client’s future that is also aligned with their family’s values. The recommendations we make strive to provide clients' with the strongest possible sense of confidence and control to address their goals.
*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
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