Financial Planning and Corporate Benefits Consulting
At Oberlander Dorfman, Inc., we hold that meaningful long-term, multi-generational wealth preservation is achieved by establishing a highly specific financial plan. Within the realm of serious planning, no discipline stands alone; the implementation of a uniquely customized financial plan serves as the foundation for successful private wealth management strategies.
Estate and Trust Planning
Those who have accumulated significant wealth know that they must secure it for future generations. Our Wealth Strategists understand the challenges of the exceedingly complex intersect of multi-generational financial, legal, philanthropic and tax planning in a dynamic and highly political environment. Successful estate planning centers around the ability to efficiently fulfill one’s dispositive intentions, at the lowest tax and administrative cost. At its most basic level, estate planning is often viewed in terms of the passing on of assets upon death. Frequently, however, the most effective multi-generational and philanthropic planning – gifts, contributions and the setting up of charities, trusts and foundations – occurs during one’s lifetime. Our team are experts at guiding our clients through this process.
Risk Management & Asset Protection Services
Protecting our clients’ family’s assets, income and lifestyle requires appropriate structuring of asset ownership and insurance protection. We provide an independent review of existing coverage and work closely with our clients’ advisors to analyze personal and employer-provided insurance coverage and provide recommendations as appropriate. When correctly structured, the leverage provided by a thoughtful insurance plan can be a powerful estate and philanthropic planning tool. At Oberlander Dorfman, Inc., we have the requisite expertise and experience to act as a private wealth manager and integrate this leverage into one’s overall financial plan.
The Ideal corporate benefits solution for your organization is only discovered through analysis of your culture, industry, demographics, and many other factors. That solution develops over time with your business goals and objectives, new regulations and economic conditions. Making the intelligent corporate benefits investment requires a practical and strategic approach to identify your requirements, both present and future. The strategic advisors and experts on your ODI Financial® team apply a wide range of tools, experience, knowledge of your business, and care to develop your corporate benefits offering.