Our wealth management services are the only professional service we provide to the individual and their family. We at Michael Simes, LLC, are dedicated to helping our individual clients minimize their investment risks and maximize the intergenerational transfer of their wealth. We help our clients minimize their investment risks by properly structuring investments in and loans to business ventures. We assist our clients maximize the transfer of their wealth to subsequent generations by correctly structuring their estates to avoid disputes among beneficiaries, to minimize taxes, and to protect their wealth both from the claims of creditors and from public disclosure. We invite you to contact us to learn more about how we may help you and your family protect its wealth. Click here to print this page