HTFL handles the most fundamental aspects of estate planning, including wills, living wills, healthcare surrogate designations, and durable powers of attorney. HTFL also handles more sophisticated estate planning which includes highly customized estate plans and wealth preservation services for U.S. and foreign high net worth individuals, families and closely-held businesses. Often working with highly qualified accountants and investment advisors HTFL assists in structuring our clients’ U.S. and foreign investments to maximize U.S. tax advantages and advise them on tax-efficient methods of transferring those investments to succeeding generations.
- HTFL’s Clients Univest Securities, LLC and Webull Financial LLC Successfully Closed Elevai Labs, Inc.’s Initial Public Offering
- Hunter Taubman Fischer & Li LLC Awarded Chambers Regional Spotlight Ranking
- HTFL’s Client R.F. Lafferty & Co. Successfully Closed Globavend Holdings Limited’s Initial Public Offering
- HTFL’s Client Univest Securities, LLC Successfully Closed GD Culture Group Limited’s Registered Direct Offering
- HTFL’s Client Alpha Technology Group Limited Successfully Closed its Initial Public Offering