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Beliefs

Southeast Asset Advisors, Inc.

Lanigan Wealth Management Services

We offer Services either bundled or piecemeal.

 

Family Office - Support Services

 Family Wealth Counseling Multi Generational Planning

Specific Transaction Consultation Private Equity, M & A R/E Valuations, etc.

Private Equity Advisory, Alternative Investments

Client Financial & Investment Education (Clients, Children and Grandchildren)

Business Advisory Services Succession & Estate Planning, Valuation, Transfers & Sales

Corporate Executives Consulting Concentrated Stock Positions, Stock Option & Deferred Comp. Planning

Income Tax Compliance   Federal/State Individual, Corp., Partnership, Trust & Estate

Charitable Gift Strategies, Private Foundations, CRUT, CLAT

Personal Chief Investment Officer- Investment Management Services

Goals, Risk Assessment, Investment Policy, Asset Allocation, Plan Implementation and Investment Selection, Performance Monitoring and Reporting, Retirement Planning

Personal Chief Financial and Tax Officer

 Financial, Individual, Trust, Estate Tax Planning & Compliance