Trusted Business & Tax Advisers Since 1993

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(561) 988-2004

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From Our Clients

"Tri Star's sound advice, quick response, and exceptional work ethic have made me comfortable enough to trust them with my business. I recommend them to anyone looking for dedication and honesty."

Phil Nurse

UFC Coach

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Estate Planning and Charitable Giving

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Estate Planning and Charitable Giving

Effective planning enables an orderly transfer of assets to your beneficiaries, security for your surviving spouse, best gifting strategies and can reduce or eliminate the estate or gift tax due. For Business owners, a plan for business continuity is essential, and we can assist you in the process of getting your financial affairs in order. We work as a member of your estate planning team to ensure all aspects have been addressed and are in place.

Tri Star Management Group, Inc.

950 Peninsula Corp. Circle, Suite 2000

Boca Raton, FL 33487

(561) 988-2004

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