Audientis

AUDIENTIS is a unique and exclusive financial advisory firm helping clients succeed in a complex, high-touch environment. The number of our clients is intentionally small, which allows us to remain agile and to form unique personal relationships not afforded by larger firms. Our clients have already attained great success and wish to focus more on preservation of wealth than creation of it. Life changes, goals shift, and your estate plan should move in accordance with those goals. Lack of adequate estate planning can cause undue financial burdens to loved ones (estate taxes can run higher than 40%), so at the very least a will should be set up even if the taxable estate is not large. A lack of estate planning will not only affect your family, but also your valued employees in your organization. Audientis will help you design and implement an estate plan that will serve as contingency planning in order to keep your organization well prepared for any sudden attrition that may happen and reduces the impact of losing key employees to a great extent. Estate planning is a continuous process that changes along with the natural stages of life and that should be reviewed on a regular basis to ensure you are atop the latest trends. Audientis will help you plan for the unexpected with creative strategies in order to protect your loved ones, your valued employees, and your passions in life. We will work with you to identify your goals, and then recommend the tools and techniques that will enable us to accomplish those goals in a tax-efficient manner.