American Research & Management Co.

Multigenerational Wealth Management
Trust Management
Real Estate Assets
Family Businesses
Charitable Trusts
Private Foundations

Multigenerational Wealth Management

AR&M is a leading authority on multigenerational wealth management. The
firm has three generations of experience in tax and estate planning issues and incisive knowledge of current statutes and regulations. We develop sophisticated strategies for transferring family fortunes from one generation to the next – without the threats of dissolution, dire tax consequences or disincentives preventing future generations from being successful.