Vero Beach Estate Planning

Offutt Barton Schlitt LLC Focuses on Succession Planning

Preserving family wealth can be a challenging objective not only due to the current income and estate tax structure, but also due to overwhelming societal influences. Great tax and legal planning is important to preserving family wealth. However, even with the most innovative professional planning, multiple layers of generations must believe in and adhere to the same plan in order to maximize wealth preservation.

Offutt Barton Schlitt LLC takes a hands-on personal approach and assists with ensuring the preservation plan is implemented by every generation as intended. Offutt Barton Schlitt LLC takes their services to the next level and will counsel younger generations on financial responsibilities where needed.

Our mission is to provide our clients with exceptional services by taking initiative to be proactive advisors. We pride ourselves in developing tailored strategies to meet the specific needs of our clients.

Contact us today for an appointment!