“Jim at Braver always approaches our relationship more as a partner than as a financial advisor.  Recently, we accomplished a major acquisition of a licensee and we couldn’t have done it without his help.”

– Bert Jacobs
Chief Executive Optimist
Life is good

About Braver > Industry Expertise

Family Services

Braver has the privilege of serving families who have substantial net worth. Our Family Practice Group caters to the diverse and sophisticated requirements of our clients with sensitivity required by their diversity, with innovation required by their sophistication, both coupled with our commitment to quality, personal service and absolute confidentiality. Our services include:

• Income tax planning
• Financial planning
• Retirement planning
• Trust and estate planning
• Succession planning
• Asset protection planning
• Investment performance monitoring
• Brokerage accounting
• Bookkeeping services
• Income tax compliance

The financial objectives of each of our family clients are individually unique and part of an evolutionary process. In order to cater to these unique and evolutionary needs, we tailor our relationship through:

• Asset assessment -- analyzing current and projected income and assets of the family
• Goal determination -- establishing financial goals of the family and individual members of the family
• Service selection -- recommending appropriate services that address each family’s precise needs.