Your Legacy. Their Future. Our Guidance.
Transferring family wealth is one of the most important decisions you’ll make—and one of the most complex. It’s not just about assets; it’s about preserving your values, minimizing tax implications, preparing the next generation, and ensuring your wishes are honored.
At HBK CPAs & Consultants, we bring decades of expertise in comprehensive estate and wealth transfer planning. Our team works closely with you and your advisors to develop strategies that protect what you’ve built and provide clarity for those you care about most.
Whether you’re just beginning the planning process or refining an existing strategy, we’re here to guide you through every decision with confidence.
Ready to start the conversation? Contact us today to discuss your family wealth transfer strategy.
Financial Advisor Magazine, July 2025 edition, Top Registered Investment Advisor list ranks registered investment advisor firms by assets under management. HBKS® Wealth Advisors ranked 91. Responses collected April 3, 2025 – April 17, 2025, with initial publication on July 21, 2025.
The Barron’s Magazine September 2025 edition expanded its ranking this year to 100 advisories, and enhanced its rankings formula by adding new metrics, including technology spending, staff diversity and succession planning to its existing criteria of assets under management, revenue and quality of practice. Responses collected July 29, 2025 – August 12, 2025, with initial publication on September 13, 2025.
In its June 2025 release of 2025 Top Firms by AUM survey, Accounting Today magazine ranks HBKS Wealth Advisors was ninth in assets under management (AUM) among CPA firm’s wealth advisory businesses. The magazine’s 17th annual “Wealth Magnets” survey ranks wealth advisory firms affiliated with CPA firms. The data is restricted to CPA firm’s wealth advisory divisions’ assets under management and is validated by Audit Analytics. Responses collected April 24, 2025 – May 2, 2025, with initial publication on June 3, 2025.
Estate Planning Approach
Before making any recommendations, HBKS Wealth Advisors will talk with you about your estate planning goals and objectives to understand your intentions as to whom should inherit your wealth and how it should be divided, including the nonprofit or charitable organizations that should benefit from your estate plan.
We are experienced in dealing with what can be extremely sensitive issues around estate planning, including:
- Caring for minor children and how children’s financial affairs will be managed until they become adults
- Dependents with special needs that require customized planning
- Concerns about an adult heir’s ability to prudently handle financial affairs due to factors like substance abuse or mental disability
- Providing for a surviving spouse or making certain that adult children or grandchildren from a previous marriage are treated fairly
- Transferring a business to the next generation of owners and managers, which typically involves complex business transactions and can require addressing sensitive family relationships
Throughout the planning process, we work closely with your other professional advisors, such as your estate planning attorney and tax consultant. We believe in a team approach and can help coordinate the efforts of these other professionals.
HBKS Wealth Advisors will also employ various wealth transfer tools and gifting strategies to help you distribute assets to your beneficiaries and avoid probate as well as unnecessary income and estate taxes.