LIBERTY POINT SOLUTIONS

Liberty Point Solutions has decades of experience in multi-generational wealth management. Our team has broad experience in tax and estate planning issues and is well versed in all current federal and state tax laws and regulations. We create personalized and sophisticated strategies for maintaining family wealth from one generation to the next while paving the way for the success of future generations... At Liberty Point Solutions, we help families manage, build, and sustain wealth for current and future generations so family members can live successful and fulfilled lives. We assist clients in a variety of areas, including investment advice, tax and estate planning, risk management, comprehensive financial planning, trustee services, family coaching, lifestyle management, coordination of professionals, and philanthropic foundation management... Liberty Point Solutions has years of experience in multi-generational strategic planning and family decision-making serving the needs of..

Primary location: Vineland United States