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Tax & Estate Planning

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Tax and Estate Planning

A multi-generational outlook requires thoughtful planning, and the careful coordination of experts in investments, tax, legal, and governance.  The family wealth mission statement can often serve as a guiding force for your trusted advisors.  Once the family has defined the purpose of its wealth, your surrounding professional advisors gain clarity, understanding, and efficiency in best serving your needs.

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Your taxes are complex enough; shifting regulations and laws can make them all the more so. At Confluence Capital Advisors, our tax experts study the changing federal and state tax codes to make sure the implications of new tax laws are applied to your financial plan before it’s too late.

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Individuals and families with significant net worth might still have taxable estates even if they take full advantage of their respective exemptions.  For these individuals, there are a variety of advanced planning techniques that can be crafted to help reduce the estate tax burden, such as strategic gifting plans, life insurance trusts, personal residence trusts and grantor retained annuity trusts.  

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How is your family doing to prepare for the next generational transition?  To find out, take this Wealth Transition Quiz.

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Our goal is to protect your financial future and give you confidence.

OUR SERVICES

The Confluence Difference

You are probably wondering, why should I work with you? Or, what will be different for me and my family working with you?  Our firm is built on the principles of honesty, integrity, and objective decision-making.  From legacy planning to tax advisory and compliance, we have everything you need to simplify your life … all in one place.

As a fiduciary, we promise that you:

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  • Are served with dedication, loyalty, and aspirations of building a true partnership.

  • Benefit from interests that are aligned.

  • Are recognized as unique, will be heard and understood, and will obtain a highly customized financial solution that fits you.

  • Are coordinating with a partner that believes in honesty, integrity, and objective decision-making.

  • Are not beholden to the desires of a large institution with its own sales agenda.

  • Receive expertise in complex financial analysis, valuation, and portfolio management.

  • Are Served by a firm that is proud of its investment performance track record.

  • Are advantaged by working directly with the owner of a firm.

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Why Choose Confluence

We Inspire Long-Term Financial Success

Confluence Capital Advisors is an independent firm serving Encino and Greater Los Angeles with a deep commitment to providing guidance that is free of conflicts of interest, based solely on the sum of our experience and expertise. We are committed to putting client interests first and to stewarding both wealth and well-being for those we serve. We have a singular measure of success: the results we get for our clients.

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Brett Cicinelli brings over two decades of financial and analytical experience to work for clients.  He teaches a post-graduate course on Alternative Investing Strategies. Brett also earned the designations of Chartered Financial Analyst (CFA), Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Master Analyst in Financial Forensics® (MAFF®).

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We provide sophisticated investment and financial service offerings combined with the highest-end financial planning, specializing in divorce.  The firm is built on the principles of honesty, integrity, and objective decision-making.  

Contact Us
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Email: info@confluenceca.com

 

Phone: (310) 807-3098

 

Office Address:

21711 Dumetz Road, Woodland Hills, CA 91364, US

Proudly serving San Fernando Valley, Greater Los Angeles, and clients across the U.S.

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Copyright © 2022 by Confluence Capital Advisors. All Rights Reserved. Privacy Policy. Site Design by 

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DISCLAIMER

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Confluence Capital Advisors, LLC is a state-licensed investment advisor located in Encino, California. Confluence Capital Advisors, LLC and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon state licensed investment advisors by those states in which Confluence Capital Advisors, LLC is licensed. This website is not a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. This website is for informational purposes only. Information on this website should not be interpreted to state or imply that past results are an indication of future performance. Information on this website, including that which is obtained from unaffiliated third-party sources, is believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Confluence Capital Advisors, LLC does not make any representations or warranties, expressed or implied, as to the accuracy, completeness or relevance of any information contained on this website.

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PRIVACY POLICY

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We recognize that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Confluence Capital Advisors, LLC will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Confluence Capital Advisors, LLC will provide its privacy statement to all clients annually.

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We want our clients to understand what information we collect, how we use it, and how we protect it responsibly.

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BROKER CHECK

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