Friedman Brannen LLP
Friedman Brannen provides far more than traditional accounting services for clients, many of whom have complex, sophisticated needs. We develop strategies encompassing multi-generation wealth preservation, business succession, international tax planning, and more.
San Diego-based Friedman Brannen LLP is an innovator in estate, trust, business, and individual tax planning and protection. Our services extend well beyond the traditional role of the CPA. We specialize in large and complex estates, closely held businesses, wealth transfer strategies, and lifetime estate planning. Friedman Brannen also serves clients active in the international arena seeking assistance with accounting, tax planning and compliance. From our Family Office capabilities to our business consulting services, we help clients save significant sums of money. Our far-reaching approaches help keep assets in the family and minimize taxes. Some of our methods may include family limited partnerships, buy-sell agreements for businesses, generation-skipping trusts, and cooperative planning with children. We also work closely with other trusted advisors, such as estate planning attorneys and wealth managers. Friedman Brannen understands that success brings challenges and responsibilities. We help clients preserve their assets and plan wisely for generations to come. SERVICES: Estate & Trust Services Family Office Tax Planning & Preparation Wealth Planning Business & Individual Consulting International Compliance
Address: 3579 Valley Centre Drive, Suite 125, San Diego, CA 92130, USA
Phone: +1 858 794 2800
FAX: +1 858 794 2899
