AKM clients rely on us as their most trusted business advisor. We assist them with a wide range of financial and tax planning strategies. From wealth-preserving trusts (GRAT, CRAT, CRUT, etc.) and comprehensive portfolio review to specialty compliance for multi-state and multi-national investors (FIRPTA, FATCA, etc.) to everyday bill payment and multi-family office services, we provide strategies and tactics to make your life easier and help you keep more of what you have worked for.