Family Office Services

Estate planning provides an initial framework and execution to address current assets, dependents and interests. Over time, you want to be sure that your estate plan keeps pace with new laws and strategies – while maintaining the ongoing maintenance of current financial matters and their impact on long-term approaches to building, maintaining and distributing wealth. 

We know that every family has different goals and needs. Vandenack Weaver Family Office Services is an outsourced solution that enables you to centralize management of your family’s financial matters.

Designed for the affluent individual or family, Family Office supports:

  • Family office Services
  • Tax Planning and Coordination
  • Family Meetings
  • Trust Review, Planning, Compliance
  • Development of Strategic Wealth Planning Tools incorporating family asset structure and tax attributes
  • Philanthropic Strategy and support
  • Support to Family CFO and CIO

Practice Areas

Vandenack Weaver attorneys will represent and counsel you and your business with zeal and great attention to detail. Experts in tax and business law, our attorneys provide services in many practice areas, including:

From preserving your assets, to ensuring your wishes are followed after your death, our estate attorneys are expert and experienced.

Our attorneys have extensive backgrounds in finance, accounting and business, making them ideal counsel for all issues impacting your business. 

Aging, illness and other life events can impact the plans you’ve made. We can pull together legal, medical and support services to manage it all.

Put together strategies that effectively reduce tax liabilities, address regulations and analyze potential liabilities of business decisions with our tax team.

Contact Us

Learn more about our attorneys, specialty areas or how we can support you when you contact DUGGAN BERTSCH OMAHA today. Also feel free to call and arrange an appointment.