Alone we can do so little, together we can do so much.
- Helen Keller
The wide range of advice and services required to manage wealth in today’s complex world requires a team approach. To address this need, The Milwaukee Company collaborates with O’Leary-Guth Law Office, S.C., to offer a wide range of services to our mutual clients. We refer to this collaboration as T.E.A.M. Work.1
1 Fees charged by and paid to The Milwaukee Company for investment advisory services are separate and distinct from the fees and expenses charged by O’Leary-Guth Law Office, S.C. for legal services.
A Unique Partnership That Offers Unique Advantages
Families need talented advisers with expertise in numerous disciplines to maximize life’s opportunities and manage the challenges. Most of us obtain legal advice from a lawyer, tax advice from an accountant, and investment and insurance advice from a financial advisor.
Typically, these advisors work independently of one another, often at different companies, which in turn can result in conflicting advice, lost opportunities, and inefficiencies that hinder individual and family achievement.
Moreover, the need for coordinated advice grows as family wealth grows. For families who have assets in excess of $5 million (give or take), working with multiple independent advisors can be far less than ideal.
To address this need, The Milwaukee Company and O'Leary-Guth Law Office, S.C. collaborate to offer a wide range of services to our mutual clients. We refer to this collaboration as T.E.A.M. Work.
The variety of skills required to manage wealth can be thought of as a three-lane highway where the left lane is for tax planning, the middle lane is for estate planning, and the right lane is for asset management.
T.E.A.M. Work helps our clients enjoy the sense of fulfillment that comes from knowing that they and their families’ futures are secure, and that they’ve established a legacy for their loved ones and favorite charitable causes. Benefits of the T.E.A.M. Work program include:
Your advisors share a common understanding of your and your family’s needs and aspirations.
- Communication and collaboration among your advisors and you is enhanced.
- The risk of conflicting advice is greatly reduced or eliminated.
- Meetings between you and our team members can be held at one location.
The attorneys at O’Leary-Guth Law Office, S.C. can provide clients of The Milwaukee Company with a wide range of legal and tax services, including: tax planning and return preparation, preparation of wills and trust agreements, probate administration and trust management, business transition and charitable giving, to name a few. Working together, The Milwaukee Company and O’Leary-Guth Law Office, S.C. are able to help our clients enjoy the sense of security that comes from knowing that they and their families’ futures are provided for, and that they’ve established a legacy for their loved ones and favorite charitable causes.
Who We Work With
Attorney Maureen O’Leary practices primarily in the areas of estate planning, estate and trust administration, business succession planning, business transactions, real estate, accounting and taxation. She has significant experience with complex estate planning, business, trust, and estate issues, and she frequently represents business owners in corporate planning, sales and acquisitions, dispute resolution, succession planning and tax planning.
Maureen also prepares estate, gift and income tax returns, with a focus on fiduciary and business income tax returns.
Read more about Maureen.
Attorney Peter J. Smiley practices in the areas of tax planning and preparation, business law, estate planning, trust administration, real estate, accounting and taxation. Peter prepares estate, gift and income tax returns, with a focus on fiduciary and business income tax returns. Peter also assists businesses, trusts and estates in the operation and administration of these entities.
Read more about Peter.
T. Samuel Azinger
Attorney T. Samuel Azinger’s practice includes Estate Planning, Real Estate, Business, Estate and Trust Administration, Retirement Benefits Planning, Charitable Giving, and a focus in Elder Law and Special Needs matters, including Guardianships, Title XIX Planning, Special Needs Trusts, Senior Living and Long-Term Care planning.
Read more about Sam.
Attorney Benjamin Rydecki focuses in the areas of tax law, tax preparation, accounting, estate planning and business. Ben prepares estate, gift, and income tax returns, including personal, trust, estate, business and non-profit returns.
Read more about Ben.
O’Leary-Guth Law Office, S.C. also has a team of associates and support staff, including paralegals, legal assistants, and law clerks, ready to assist with their clients’ needs. Read more here.