James Burau

Jim Burau’s practice focuses primarily on wealth preservation planning for higher net worth clients. The firm employs a counseling-oriented approach to ascertain the client’s estate and business planning goals, and then design a plan which integrates the client’s tax- and non-tax related goals with their hopes and concerns for their loved ones. To this end, the firm incorporates a team approach by involving the client’s financial advisors in the development and implementation of the plan, where appropriate. The firm’s process also includes a high commitment to the funding and follow-through elements to ensure that the client’s plan will work as it was intended, and remain current.