RKL LLP, which has offices in Lancaster and the Lehigh Valley, has launched a new group of services aimed at people with significant wealth.
The services include financial planning, tax, investment and advisory services, which are tailored to families and individuals with more sophisticated wealth management needs.
Known as RKL Private Wealth, the services are a unified approach to personal financial and legacy planning that leverages the firm’s expertise in investment management, business succession, tax compliance and planning, estate and trust services and more.
“There’s a lot of complexity that comes along with significant wealth, so we designed RKL Private Wealth to help individuals and families navigate all of it,” said RKL CEO Ed Monborne. “Together, we guide clients through decisions and planning today to achieve their unique aspirations tomorrow.”
RKL Private Wealth offers a continuum of services to create and grow wealth, prepare assets for transfer and prepare recipients to receive the assets.
The firm said the services are united around the client’s vision and values, with RKL’s wealth advisors, portfolio managers, investment analysts, business strategists, estate planners and tax professionals designing a comprehensive plan to turn life and legacy plans into reality.