You never know what is on the horizon but you can be prepared

Private Clients

Acquiring wealth is just the first step in financial security. We help clients reduce tax costs and invest prudently to preserve the wealth they create.

Preserving Wealth

Acquiring wealth is just the first step in financial security. We help clients reduce tax costs and invest prudently to preserve the wealth they create.

It Starts with Planning

Planning is the key to achieving goals. At Smith Companies, Ltd. we quantify the options to help you select the best approach for you and your family.

Transfering Wealth

Ultimately, our clients want to pass wealth on to those they love. We can help structure arrangements to minimize transfer costs to achieve that goal.

Business Owners

Clients with businesses have unique challenges. Whether liquidating a business or planning to pass it to heirs, we can help guide you through the process.