BJ Kane & Co. provides individual and estate planning for a wide range of clients, including high net worth individuals.  



Our team of experts are well versed in providing sophisticated tax strategies in order to minimize estate and individual taxes.  Our team includes the top wealth advisors, estate attorneys, and certified financial planners.  


Planning is bringing the future into the present so that you can do something about it now.
— Alan Lakein

Key Services

Investment Analysis

Tax Assessment and Preparation

Family Limited Partnerships

Trust Preparation