Advanced Estate Planning | InKnowVision | High Net Worth Tax Planning

InKnowVision is a national consulting firm and a leader in the design and development of wealth transfer planning and income tax solutions for attorneys, financial professionals, family offices and accounting firms who serve affluent individuals, families and business owners. We provide all of our Advisors with planning capability leading to comprehensive engagements, higher client retention and satisfaction in the high net worth market.


	Leverage Groups are buying groups. Because they have scale they can work with us on a special fee basis. Learn More

Attorneys working with us find value in our process, planning capability and deliverables.
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	Financial Advisors and Family Offices that work with us find value in our process, planning capability and deliverables. Learn More

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Testimonials

"Working with InKnowVision gives me the confidence that I can accept high net worth planning and insurance clients at any level of wealth and be assured that the clients will be well-served."
Barry Kohler

"I am happy to endorse Scott Hamilton and his company, InKnowVision, which has provided great service to myself and my clients in helping to design and implement high-net worth estate plans. I have known Scott since around 2001. Not only is he intelligent and personable, but he has great vision about how to present complex ideas to clients in an understandable manner."
Richard Shapiro, 2011

"Scott has mastered the art of making the complex simple in tax and estate planning. After decades of considering techniques, he has developed an easy to understand process for advisors and their clients to work through the important choices associated with wealth transfer planning. He has a terrific team supporting him and tools (software) that is second to none in the industry. I highly recommend him as a collaborative partner for the advisors of high net worth individuals and families."
Scott E. Squillace, 2011

"I have worked collaboratively with Scott since 2006. His knowledge and insight for creative and sophisticated wealth transfer and preservation techniques have been tremendous. Also, Scott has a great ability to convey these seemingly complex solutions in a manner that both advisors and their clients can understand."
Chris Jacob, 2011

"Scott has gotten incredible results for my clients and has proven his value and ability over and over again."
Gary Waitzman, 2008

U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.