We help clients preserve financial security through meticulous, tax-minimizing planning.
Ever-increasing taxes have made accumulating, preserving and disposing of wealth more complicated than ever. At Schneider, our specialized team of experts has decades of experience in minimizing these taxes so that you and your loved ones hold onto as much wealth as possible.
Estate & FamilyTrust Planning
We rely on a variety of tools when strategizing how to preserve and transfer the wealth you’ve spent a lifetime achieving.
Small BusinessSuccession Planning
Preparing for succession requires the coordination of many people and considerations. We’ll develop the plan that’s perfect for you.