Quarterbacking Complex Technical Issues
Tax and estate planning
For our families, investment management is just one important issue: estate and tax planning in many cases is a more significant piece of a multi-generational framework. In conjunction with the Richter tax advisory business, Richter Family Office is uniquely positioned to help families navigate the complex world of tax and estate planning. Many of our clients work with the full suite of Richter tax, estate, and investment services, while others have longstanding advisory relationships elsewhere. Either way, the Richter Family Office is well suited to working with a multi-disciplinary team of professionals to save you the burden of quarterbacking complex technical issues.
We have the expertise to assess the tax risks of each investment strategy in order to ensure that your investment portfolio is tax efficient and aligns with your estate plan. We work with diverse teams of tax experts; those you may already be working with, and others we might suggest for your benefit. We can explain complex concepts so you can assess their merit and make a well-informed decision.
Meet our expertsThe people behind the expertise.
Danny RitterCPA, CA, CFA
Greg MooreCFA, FEA
Mindy MaymanB.A., Econ., Fin. PI., FMA, CIM
Justine DelisleCPA, CA, Pl. Fin.
Sudharshan SathiyamoorthyPh.D., MBA
Richter Family Office
We understand that the transfer of your wealth to future generations is about far more than just the dollars and cents. It’s about the transition of your legacy.
Food for thoughtWhat’s in the news & what you need to know.
Preventing Conflict to Preserve and Grow Wealth.
Every family – no matter their circumstance – experiences their share of turmoil. While family conflicts rarely reach crisis levels, certain challenges, such as parents deciding when children are ready to be responsible stewards of family wealth, or when they are prepared to enter into the family enterprise, are more common than you think. And […]Click to read more.
Family forums: Building better family relationships through better communication and decision-making.
Sometimes, a family needs someone to help navigate a situation that would otherwise be too fraught with emotion to untangle. They need a trusted advisor and a safe space where in they can share their concerns or conflicts amongst family members. You could call this conflict resolution, but sometimes people don’t perceive they’re in an […]Click to read more.
The Summit Series: Fairness is not always equal.
Is it fair? As a parent, you love all your children and you’ve always tried your best to treat them equally. But you’re also an entrepreneur and you’ve worked hard your entire life to build the business you’ve always envisioned. Now that you are getting to a point where you have to start planning your […]Click to read more.