At Gidwani Capital, endeavor to integrate estate and legacy planning concepts into the investment advice which we render to our clients. Often, clients with whom we work do not completely understand how their pension assets and other assets they have accumulated, including real estate and other personal property, pass on to the next generation. They may not be aware of the tax consequences of these transfers and the ways in which they can most efficiently transfer their wealth. Whether assisting you in the development and implementation of philanthropic plans, the tax-efficient transfer of wealth within the family, or, simply the minimization of income or estate taxes, we are uniquely prepared to work with your attorneys, accountants and other professionals to develop the most appropriate plan to achieve your financial objectives.

Efficient estate planning is designed to assist you in maintaining your current lifestyle while efficiently transferring assets to the next generation or to charitable organizations. At Gidwani Capital, we assist you through the process by ensuring that you better understand your current financial circumstances and the tax and financial implications of any estate plan you may ultimately select. We recognize that insurance may be an important tool for protecting and preserving your wealth. We will work with you to ensure that your insurance is properly owned and that the beneficiary designations are updated and correct. We will help you understand the insurance programs that you have available through your employer and how they change when you retire. Through our strategic partnerships with virtually every major insurance company, we will work with you to provide access to customized solutions that can enable you to manage risk, enhance investment efficiency and secure significant tax benefits for your estate.