top of page

Private Wealth

Business Handshake

Helping individuals and families protect, organize, and transfer wealth efficiently.

​

A.Y.Bassam & Co. LLP provides personalized tax and financial planning for individuals, families, business owners, executives, and investors. Our goal is to help clients make informed decisions about income, investments, business interests, retirement, charitable giving, estate-related tax matters, and long-term wealth preservation.

​

We work closely with clients’ attorneys, investment professionals, insurance advisors, and other specialists so that tax planning fits within the broader financial and estate plan. We do not draft legal documents or provide legal advice.

  • Individual income tax planning and compliance

  • Business-owner tax planning

  • Estate and gift tax planning support

  • Gift and estate tax return preparation

  • Charitable giving tax strategies

  • Business succession tax planning

  • Retirement and distribution planning

  • Life insurance tax analysis

  • Trust and estate tax compliance

  • Coordination with estate-planning counsel and other advisors

bottom of page