SERVING ENTREPRENEURS & FAMILIES SINCE 1967
At First York, we bring a lifetime of experience to help you achieve your most important financial goals.
First York wealth preservation strategies result in creative, tax-effective and practical solutions for high net-worth business owners.
• First York provides personalized strategic planning for complex issues: taxation, business transition, retirement funding and estate planning.
• High net worth individuals get peace of mind: issues that are important both at death and during a client's lifetime are clearly resolved.
• First York's assurance: “It can take a lifetime of hard work to create a substantial estate - it's worth our best effort to keep it in the family.”
First York's planning principles:
• Successful wealth preservation is accomplished through a relationship with First York, not with a single strategy or transaction.
• Plans and strategies must be able to evolve with changes in personal lives, the business world and economic cycles.
• Clients benefit from the use of innovative financial and insurance products from the broad marketplace, not one supplier.
First York's outstanding track record in estate planning and insurance is only one part of what inspires confidence in this exceptional company.
• Partners/advisors bring their own practical business experience to their work on client matters. They have built First York from the ground up and understand what it takes to establish a business.
• First York has a 25-year-plus track record of creating cost efficient and tax effective strategies for wealthy individuals.
• The partners have a combined total of more than 80 years of real-life business experience - providing strategic advice solidly based on the accumulated knowledge of a lifetime, not on theory.
• Each client presents a unique situation - the partners can then use their experience and influence with the industry to create a product or solution designed specifically for that circumstance.
• First York has its own business succession plan in place to guarantee a smooth transition for clients and their successors.
