Transparency Changes Everything™
EXPERTISE | SAVINGS | PROTECTION
Expertise in legal services focusing on estate, legacy and tax planning. We review and summarize your existing legal documents, offer feedback to help improve your estate plan and advise on life-changing events such as business transactions, marriage, divorce or death. Through Wayne M. Zell, Attorney at Law, we draft legal documents including wills, trusts and powers of attorney.
LEGAL SERVICES:
Experience Intelligent Wealth Management™ to help streamline your life with high-touch sophistication, expert advice and transparency.
Family Office Fusion of portfolio, tax, legal, planning, private banking, family coaching, travel and lifestyle services.
True Fiduciary® Standards: Your best interests come first.