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.
Jim Burau has counseled hundreds of clients in regard to their estate and small business planning to maintain control over their person and affairs, assure the continuation of their current lifestyle, protect their assets from excessive taxation and lawsuits, reduce income, gift and estate taxes, preserve the value of the family business, pass values and responsibility to family members, and protect the estate from unnecessary administrative expenses and delay. The firm also handles probate matters, provides estate and trust administration services, and assists clients with real estate and commercial transactions, and the formation, administration, sale and transfer of small businesses.