Dedicated Advisors for Your Financial Preservation
Our highly qualified private wealth management attorneys at Roybal-Mack & Cordova are dedicated to serving high-net-worth individuals, closely held businesses, family enterprises, charitable organizations, and more with a commitment to excellence and private wealth management.
Our Wealth Management Services offers diverse expert legal services, custom-tailored to meet our client’s unique needs in Albuquerque, Rio Rancho, and New Mexico. Our services include but are not limited to:
- Estate, Gift, and Generation-Skipping Transfer Tax Planning
- Sophisticated Charitable Giving Strategies
- Probate and Fiduciary Litigation
- Tax Controversies and IRS Litigation
- Business Succession Planning
- Asset Protection Strategies
- International Wealth Transfer
- Charitable Organizations and Private Foundations
How Our Private Wealth Management Attorneys Can Help
- Estate Planning & Execution
- Draft an estate plan with a will and/or trust
- Establish charitable organizations within guidelines
- Advise on tax liabilities and strategies
- Meet regularly with clients to discuss wealth management and estate planning
Trusted Advisors in Wealth Planning
Roybal-Mack & Cordova is a team of highly skilled and experienced legal professionals who specialize in finance and private wealth management. Our team deeply understands the complex financial markets and has the agility to stay ahead. We have a dedicated Private Wealth Services Group that can expertly navigate the ever-changing IRS tax laws, market conditions, and family dynamics to preserve your wealth and help you reach your financial goals.
Our top-notch estate planning attorneys can provide you with the guidance you need to protect your assets and plan for the future. We understand that every client has unique circumstances and financial goals, so we tailor our services to meet your needs. Our commitment is to provide personalized attention and a comprehensive strategy to help you achieve your financial objectives.
At Roybal-Mack & Cordova, we believe in building lasting relationships with our clients. We take the time to get to know you and your family and work closely with you to develop a plan tailored to your needs. You can rest assured that your financial interests are in good hands with us by your side.
If you are looking for a team of experts in estate planning and private wealth management, schedule a consultation today.
