Services - Wealth Management Services
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Services

Services

We see a Asset protection planning as an all-encompassing umbrella interacting with and optimizing traditional estate, business and financial planning. Our lynchpin services include:

Asset Protection Overview

Asset Protection is the cornerstone of wealth planning. It involves (1) shielding businesses and their owners from devastating lawsuits;

Trust Assets Management

Liberty Street Capital is an independent, fee-only, registered investment advisor. Over the decades, we have learned that,

Business and Estate Planning

Liberty Street Law was founded by Tom Greene, a long-standing member of the Georgia and Washington, D.C. bar associations.

Charitable Planning

Charitable contributions will almost always reduce personal income taxes. Thus, the higher your tax bracket, the lower the after-tax cost of

Expert Witness

An indication of the confidence and trust conferred on Liberty Street Advisory Group by its peers, colleagues and clients is when we are

Liberty Street Advisory Group refers to the separate entities, Liberty Street Law, Liberty Street Capital and Trust & Estate Stewards. None of these entities or persons furnish actuarial, accounting or comprehensive tax advice. Liberty Street Law is a law firm, and does not provide investment management, or any financially-related services. Liberty Street Capital, is a limited liability company registered as an investment advisor in Georgia and other locations. Trust & Estate Stewards is a limited liability company. Past results are not a guarantee of future performance.