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WEALTH MANAGEMENT SERVICES

Whether you’re just starting out in your chosen career, approaching retirement, or are somewhere in between, you work hard to be successful.  The time required to understand the complex tax and financial issues that impact you can be overwhelming.  Let ORBA’s Wealth Management Group help you navigate these issues so you can build and protect your assets and meet your financial goals. 

As the 17th largest public accounting firm in Chicago (Crain’s Chicago Business, 2015) and a top 150 firm nationally (INSIDE Public Accounting), ORBA is the choice of high net worth individuals, entrepreneurs, and family groups seeking the personal attention and team engagement a small firm provides, along with the breadth of services and capable resources of a large firm.

Our Wealth Management Group includes tax and advisory professionals focused on serving entrepreneurs, high net worth individuals and families.  Through hard work, dedicated staff and hands-on client service, we have established long-term relationships and built an enviable reputation for quality. With ORBA, you will have the peace of mind that comes with knowing your financial well-being is in good hands.

Through our tax, consulting and advisory services, we provide competent, effective and efficient solutions. As your trusted advisor, we look for ways you can increase wealth, manage risk, and achieve your goals.  We share best practices, financial trends and creative ideas with our clients and bring additional resources from other professions into the process as appropriate.

At ORBA, we are your partners.  We are there when you need us and we stand behind our work so that you can concentrate on other aspects of your life.

SERVICES – GENERAL OVERVIEW

The ORBA Wealth Management Group provides a number of services which enable you to feel confident in your financial situation currently and in the future.  Our services include:

  • Income tax planning and compliance;
  • Estate and gift tax planning and compliance;
  • Retirement planning and analysis;
  • Charitable planning;
  • Insurance and risk management;
  • Investment management; and
  • Business exit planning strategies.

Our directors, managers and staff receive significant continuing education specifically geared to these areas, and stay abreast of key changes.

Tax

ORBA’s Wealth Management Group recognizes that the tax landscape in which our clients must operate is becoming much more complex. Today, having a trusted advisor you can count on is a necessity – especially given the increased scrutiny at the federal, state and local levels.  In addition, many individuals are subject to complex reporting requirements for international transactions that have become much more common in our global economy.

Our wealth management team is committed to staying informed on changes in the tax laws and regulations affecting you. Through presentations, newsletters, blogs and alerts, we keep you informed on the latest developments, important tax changes and new opportunities.

Our tax compliance and consulting-related services include:

  • Individual income tax planning and compliance;
  • Trust and estate income tax planning and compliance;
  • Estate and gift tax planning and compliance;
  • Analysis of conversion of qualified retirement funds from traditional to ROTH; and
  • Representation with the IRS, state and local taxing authorities on compliance and tax issues.

Our strong commitment to providing proactive and value-driven service is designed to minimize tax compliance and liability burdens so that you can maintain peace of mind.

Personal Financial Planning

The ORBA Wealth Management Group provides strategic guidance on many aspects of your personal financial life.  From protecting assets or replacing income to building wealth and developing long-term financial strategies, we can offer recommendations that focus on your goals.

We offer the following types of consulting and advisory services:

  • Retirement planning (including Monte Carlo analysis);
  • Social security planning;
  • Life insurance planning and policy review;
  • Disability insurance planning and policy review;
  • Analysis of health insurance options;
  • Trust and family gift planning;
  • Estate and gift tax planning;
  • Generation skipping tax planning;
  • Investment and investment advisor analysis and review;
  • Education planning; and
  • Charitable planning.

Business Exit Planning

The ORBA Wealth Management Group works with many entrepreneurs to determine the best time and method of exiting the active management of their closely-held business and realizing or transferring the value of this major asset.  Whether looking to transfer the business to the next generation, considering a management buyout, or selling to the highest bidder, we can help develop and implement a plan. Of equal importance, we can consider and quantify the risks of different strategies on your overall personal and family financial situation.

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