 |
|
|
We Help You Preserve the Wealth You Spent a Lifetime Building
 |
Sensitivity to our clients’ unique set of personal and financial goals |
|
Expertise to help preserve your wealth for generations to come |
|
Anticipating your needs to minimize taxes and administrative costs |
|
Areas of Focus: Strategic Advice, Wealth Preservation, Tax and Succession Planning |
Preserving family wealth requires a comprehensive understanding of a variety of tax, financial and legal issues, along with a special sensitivity to family relationships. RBZ’s Family Wealth Group provides the strategic and personalized advice you need to successfully enjoy, protect and pass on your wealth for the benefit of the people you love and the work you cherish. RBZ has been providing family wealth services for more than 36 years and continues to be at the forefront of implementing new family wealth tools, tactics, strategies and techniques.
|
Areas of Focus
| | | Taxation |
|
Map
Click and drag
|
Compliance statement: © 2012 RBZ, LLP. RBZ, LLP is a Los Angeles-based public accounting firm that has served businesses and individuals in the areas of tax, accounting and auditing, and business consulting since 1975. For more information, visit www.rbz.com.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Los Angeles area (includes Los Angeles county in the state of California) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 35,300 wealth managers in the area. 1,019 award candidates in the Los Angeles area were considered for the award, of which 176 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Los Angeles Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
|
|