ab Resources is a boutique financial consulting firm that primarily works with family-owned, privately-held businesses and high net-worth individuals across the United States.
We provide comprehensive services to assist families and individuals in the process of making educated decisions with respect to their personal estate and business succession planning. We believe that by educating and revealing to our clients the various options available to them, they can make sound decisions and take an active role in the planning process.
We help our clients create, preserve, and pass along their tangible parts of their lives (cash, stock, business interest, and personal property) in the most tax efficient manner. We also help to design the family's legacy and how they will pass along their values, hopes, dreams, and intellectual capital. By listening to our clients and helping them to clearly identify their needs, goals, and objectives we have successfully incorporated their designs into their own customized solution.
