Our clients
Closely held businesses and practices
Successful business owners have worked hard and sacrificed much to build their companies. We work closely with them to increase income potential, develop a comprehensive business exit or succession strategy, and design and implement actively managed 401k/ profit sharing plans, business continuity plans, and asset protection strategies.
High net worth individuals and families
For individuals and families of substantial resources and wealth, 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 planned giving.
Corporate officers and executives
Many of our clients are business executives earning substantial salaries. We help them minimize taxes, increase investment income potential, and plan for the future. We also work with them closely in protecting their concentrated equity positions, managing their deferred compensation assets, and exercising their stock options.
Physicians and medical groups
Zeller Kern not only understands the challenges that a physician or medical group faces, but also the need to simplify the tracking of their wealth and assure the well being of their family. Zeller Kern works closely with physicians and medical groups to help them grow their practices, manage their assets, and help them and their families grow, preserve, and monitor their wealth.