' GILBERT

Accounting and Tax Service Center Louisville, KY
Sarbanes Oxley 404     Tax Accounting Service     Financial Planning     Contact Us     Site Map     Genealogy     Family page     Home     Professional      

About GILBERT Center 
 

Comprehensive Family Office

Gilbert  Center serves clients of significant wealth who find that managing their finances has become increasingly complex, and they need a better solution. A solution that combines the finest personal service with advanced technology.

We accomplish this by delivering the guidance and services of a comprehensive family office.

 

Gilbert Center has expertise in all areas of wealth services including Investment Advisory, Income Tax Planning & Compliance, Estate & Trust Planning, Risk Management, Philanthropy and Expense Management.

 

With Gilbert  Center, you have the flexibility to build a team of specialists, with an open architecture, to source the best professional talent for every aspect of your wealth management strategy.

. . .  Our Perspectives

I have a family foundation, now what do I do?
The creation of family foundations over the past five years has increased dramatically. Experience, however, has taught creators of new private foundations that the process of operating a private foundation is not as simple as first thought.

 

Should I make my foundation go away?
If so, where should it go? Many families are reconsidering whether a foundation is the best way to carry out their philanthropic efforts.

Contact Form

 

 

Question or comments? Click here to ask a question or leave feedback. All information is kept strictly confidential.

 

Wm Dan Gilbert MAc, MBA

1805 Flat Rock Road

Louisville, KY 40245

502-648-2010

 

This page was last modified on Thursday, March 13, 2008 02:19:33 PM

 

CIRCULAR 230 NOTICE: The Internal Revenue Service regulations require us to advise you that, unless otherwise specifically noted, any  tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purpose of avoiding penalties under the Internal Revenue Code or applicable state or local law provisions.