Jim Burau's practice focuses primarily on wealth preservation planning for higher net worth clients. He employs a counseling-oriented approach to ascertain the client's goals, then designs a plan which integrates the client's personal and tax-related goals with their hopes and concerns for their loved ones. To this end, he incorporates a team approach, involving the client's financial advisors in the development and implementation of the plan where appropriate. He is also committed to the funding and follow-through elements to ensure that the client's planning will achieve its intended results.
He has counseled hundreds of clients in regard to their estate and small business planning, allowing them to
- maintain control over their personal and financial affairs
- assure the continuation of their lifestyles
- protect their assets from excessive taxation and lawsuits
- reduce their income, gift and estate taxes
- preserve the value of their businesses
- pass their values, responsibility and work ethic to family members, and
- protect their estates from unnecessary expenses and administrative delays.
He also assists clients with real estate and commercial transactions, and the formation, administration, sale and transfer of small businesses.