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What is the legacy you want to leave behind?

Create a dynasty with the wealth you have built, knowing the lasting impact it will have on your family, business, and community.

LEGACY PLANNING

AIS will help you integrate your legacy planning into your overall investment plan, including estate coordination and asset management.

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Estate

Planning

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After building your wealth over decades, you want to ensure it is passed on with intentionality and forethought. AIS works with your attorney and accountant to ensure success.

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Charitable Giving

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Maximize the financial impact to the organizations you care deeply about and we will guide you through employing Donor Advised Funds (DAFs) or Charitable Trusts.

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Tax

Strategies

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AIS coordinates with your estate planning attorney and CPA to initiate and oversee strategies designed to reduce your estate taxes. 

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Business Succession

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We help you execute your vision of the next generation of business leaders while ensuring a smooth transition of ownership and management.

Research Team

Contact Us

We are experts at customizing a strategy for each client's needs. 

Auerbach Investment Services, LLC

484-273-0900

Email

111 Forrest Ave. First Floor Narberth, PA 19072

The information contained herein is confidential and is not to be shared, distributed, or otherwise used, for any other purpose or by any other person without the written permission of Auerbach Investment Services, LLC (“AIS”). The information reflects opinions and projections of AIS as of the date hereof, which are subject to change without notice at any time. AIS does not represent that any opinion or projection will be realized. The information does not constitute investment advice or a recommendation for you to purchase or sell any specific security. You are solely responsible for reviewing the content and for any actions you take or choose not to take based on your review of such content. Statements herein that reflect projections or expectations of future financial or economic performance are “forward-looking statements”. Such statements are based on various assumptions, which assumptions may not prove to be correct. No representation or warranty can be given that the estimates, opinions or assumptions made herein will prove to be accurate. Past performance is not a guarantee of future results. If you wish to consider AIS for investment advisory services after carefully reviewing AIS’s Form ADV, Part 2A, privacy policy and website, then you may contact AIS. AIS only enters into investment advisory relationships after discussing the engagement with the prospective client and agreeing to terms pursuant to a written investment advisory agreement.

California license number #0C10767

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