THE WEALTH MANAGEMENT GROUP

THE WEALTH MANAGEMENT GROUP

A Professional Alliance

Guttenmacher & Bohatch, P.A. 
Adams Gallinar, P.A.

In 2008, Guttenmacher & Bohatch, P.A. formed an alliance with Adams Gallinar, P.A. to offer high net-worth clients a broader range of services coupled with an exclusive, partner-only level of service.

A Unique Wealth Stewardship
Catering to the specialized wealth-management needs of select Florida residents, non-resident aliens, and immigrants seeking Florida residency, the Wealth Management Group provides a turnkey, consultative service with a two-fold mission.

Objective #1: to ensure family assets are positioned within a comprehensive estate plan that maximizes tax efficiency and compliancy across multiple domestic and international jurisdictions. This is the role of Guttenmacher & Bohatch, whose partners have been helping high net-worth domestic and international clients safeguard their assets and pass them on to successor generations for almost a quarter century.

Objective #2: to ensure personal property and closely held business assets are acquired under the most advantageous terms. This is the role of Adams Gallinar,* whose partners specialize in the management of complex, multi-jurisdictional commercial transactions, bringing to bear long-term relationships with leading financial institutions and worldwide capital market sources.

Areas of Concentration

• Florida Residency Issues
  Related to establishing domicile and securing resident tax advantages. 

• Domestic and International Real Property and Commercial Transactions
  Related to U.S. investment offshore and foreign expansion into the U.S., including financing, re-financing, title work, negotiations, structuring, contracts, jurisdictional compliance, and tax planning.

• Domestic and International Trusts and Estates
  Structured to safeguard the assets of both Florida residents with offshore investments and/or beneficiaries as well as foreign nationals with Florida holdings and/or successors.

• Domestic and International Estate Planning and Administration
  Leveraging long-standing relationships with the most respected professionals in their fields throughout North and South America, the Caribbean, Europe and the Far East.

• Domestic and International Tax Planning
  With an eye toward minimizing both short- and long-term tax exposure within the context of ever-changing statutes and life circumstances.
  
  

*About Adams Gallinar, P.A.
Established in 1996, Adams Gallinar is located in downtown Miami’s Brickell Financial District. A bicultural firm with a strong international focus, partners Robert Adams and Michael Gallinar cater to the needs of high net-worth clients, offering expertise in the handling of complex commercial transactions, including complex mortgage financing, real estate development, asset-based financing, and joint venture issues.

APPROVED AGENTS FOR: Lawyers Title Insurance Corporation; Chicago Title Insurance Company; Attorneys Title Insurance Fund, Inc.; Fidelity National Title Company; Ticor Title Insurance Company; First American Title Insurance Company

IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice that may be contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of
(i) avoiding any penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction(s) or tax-related matter(s) that may be addressed herein.