Our Services

Your Tillit team has direct experience with common and unusual issues affecting the management of private wealth. We trust you will find that Tillit approaches wealth management in a unique and comprehensive way and is capable of managing most of its offerings in-house, although we occasionally refer clients to third parties for specific assistance, such as wills and other legal documents.

Our services are designed around your individual needs. Some are provided directly by Tillit Advisors LLC and others are provided by our affiliated CPA firm, Tillit Associates LLP.

• Personal Financial Planning for Retirement, Education and other needs
• Investment Planning and Portfolio Risk Assessment
• Oversight of third-party Investment Management
• Estate Planning and Estate Tax Minimization Strategies
• Estate and Trust Planning and Administration, including Executor and Trustee services
• Family Governance, Communications and Education
• Family Office services, Family Crisis and Contingency Planning
• Personal Bill Payment, Record Keeping and Cash Management
• Executive Compensation Planning, such as stock options, restricted stock, deferred compensation, retirement plan distributions, and other benefit plan issues
• Employment Contract Negotiations and Severance Agreements
• Acquisition, Management and Disposition of closely-held companies
• Risk Management and Insurance Planning, including consideration of life, long-term care and other insurance requirements
• Income Tax Planning and Compliance
• Financial Document Storage and Management
• Planning and Oversight of Philanthropy
• Financial Reporting

About Tillit Associates LLP

Tillit Associates LLP is a CPA firm with a history of more than 40 years in New Jersey that is owned and managed by Jeff DuFour, who is the firm's Managing Partner. As noted above, certain comprehensive tax and other business and personal services are provided by Tillit Associates LLP under the direction of Mr. DuFour.

Alternative Practice Structure Disclosure: tillit® is the brand under which Tillit Associates LLP – Certified Public Accountants and Tillit Advisors LLC – A Registered Investment Adviser, serve their clients’ needs. The two firms operate as separate legal entities in an alternative practice structure.

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