Our clients
Individuals and families
For individuals and families of substantial resources, Zeller Kern develops and manages wealth plans that help build and preserve wealth for the rest of the clients’ lives and future generations. Objectives include capital preservation, capital appreciation, income maximization strategies, multi-generational legacy planning, estate tax avoidance and charitable giving.
High income households
Many of our clients are business executives earning substantial salaries. We help them minimize taxes, increase investment income potential, and plan for the future.
Closely held businesses and practices
Successful business owners have worked hard and sacrificed much to build their companies. We help them increase income potential and/or develop an exit or succession strategy. Tactics include retirement plans, bonus plans, 401k plans, ownership transfer, and buy-sell agreements, among others.
Physicians and attorneys
Many of our longtime clients are physicians and attorneys. Steve Zeller’s interest in medicine dates back to his college days, when he considered a career in medicine. Trevor Kern is married to an attorney. Our experience working with clients in the legal and medical fields has helped us develop successful strategies for meeting the challenges and opportunities unique to these professions.