Attorneys, accountants and asset managers working with high and ultra-high net worth clients need the right partner when it comes to building the best plan to protect your client’s wealth and wishes. The Unger Company is ready to help you to build that masterful plan.

We operate from a philosophy that is grounded in an idea that we borrowed from the legendary jurist Learned Hand: It is the obligation of a planner to use all legitimate means to minimize taxes. We firmly believe that building the most tax efficient estate plan for our clients takes a team, and we are confident that we would be a great partner to your firm in the work we would do together for your client.

The Unger Company has five decades of experience working in tandem with the best attorneys, accountants and asset managers in crafting outstanding estate plans for high net worth and ultra-high net worth clients. Historically, a large percentage of our business has been done in the Northeast. But given the changes in technology, we have spread beyond the Mid-Atlantic and Northeast states and are excited at the prospect of working with across the country. We look forward to sharing our knowledge with you.

Building trust is something we have in common. Our clients are wealthy families who need care and might be vulnerable to salespeople who would take advantage of them. The Unger Company has built a sterling reputation, in part, because we are incredibly sensitive to building that trust with our clients. We take enormous pride in not violating that ethical position to win business. Our interest is not to achieve a short-term gain but to look to developing a multi-generational relationship with a family office that spans many, many years.

The other big key to our success is that this is not our first rodeo – we understand our business; we are experienced. This isn’t idle boasting. We’ve been deep into tax and insurance planning for decades. We understand clients and their goals, needs and quest to do the right thing. Frequently, we’re asked, “What do your other clients in our bracket do?” Our decades of practical experience in tax planning and strategizing for estates has prepared us especially well to provide meaningful answers. The Unger Company specializes in large estate planning specifically because of the challenges presented and the opportunity to team up with outstanding professionals to think strategically and creatively about the needs of our mutual clients. We truly love what we do; it’s our job, and it’s fun.

Beyond protecting assets, our experience has taught us that clients often have an agenda that is much farther reaching than just dealing with money and possessions. Yes, the financial aspect of planning is important, but values and ethics often play a major role in guiding the distribution and structure of a legacy. The Unger Company has techniques that help a client’s voice live beyond a physical presence, and this has proven enormously satisfying to our clients. Frequently, a parent or grandparent is concerned about the welfare of a child or grandchild and building a trust with the correct accent on ethics or values can help to guide heirs to a stable future. When we talk about getting deeply involved and building trust, this is the kind of work we do on a personal level.

The Unger Company, Ltd. was founded by Harold Unger in New York and has been in continuous operation for many decades. Our highly specialized work has resulted in our creating tax efficiencies that assist in keeping an estate intact (dynastic planning) for families with substantial assets. Our focus is on the tax code, regulations and case law that permits us to structure the proper insurance to offset tax liabilities. Please contact us today through our contact form or by calling us at 212-755-4777.