About abResources

Serving high net worth family businesses for over 20 years

ab Resources is a boutique financial consulting firm that primarily works with family-owned, privately-held businesses and high net-worth individuals across the United States.

We provide comprehensive services to assist families and individuals in the process of making educated decisions with respect to their personal estate and business succession planning. We believe by educating and revealing our clients to the various options available to them, they can make sound decisions and take an active role in the planning process.

Beyond helping our clients create, preserve, and pass along their tangible parts of their lives (cash, stock, business interest, and personal property) in the most tax efficient manner we also help to design the family�s legacy and how they will pass along their values, hopes, dreams, and intellectual capital. By listening to our clients and helping them to clearly identify their needs, goals, and objectives we have successfully incorporated their designs into their own customized solution.

Because our services are very unique and specialized to each individual client, we are limited to the number of new clients we can accept and service.

We work closely with most of our client's current professional advisors (including their CPAs and attorneys) at their request. We have also developed relationships with a network of advisors, CPAs and attorneys across the nation of which we have integrated into the process at the client�s request. Our process focuses heavily on coordinating all advisory areas on behalf of each client.

We invite you to learn more about what makes ab Resources different and what we have to offer you company by taking a close look at our net website, or by calling us at 800-683-2987.