FABREGA, MOLINO & MULINO’s Wealth Management team provides practical tax advice to high-net-worth individuals, private businesses and financial institutions.

Our attorneys serve as wealth management stewards, guiding clients through the many complex legal and business issues that can have an impact in their assets.

Our approach to wealth management is applied to high-net-worth individuals, privately held businesses and financial service firms such as life insurance producer groups, family offices, and private trust companies. Our services are not limited to preparing legal documents such as wills and trusts, but also in helping families shape the future of their wealth.

For successful business owners, who often find it lonely at the top, we offer individualized executive support. We assist with matters including building and preserving business value, executive compensation, and exit strategies that can be addressed with the privacy of their own counsel.