High Net Worth Individuals


 

Our services to high net worth individual and family clients are focused on minimizing the income tax cost of implementing financial strategies and maximizing the transfer of wealth to future generations through estate, gift and trust tax planning. We have years of experience serving high net worth individuals and are proactive in seeking customized solutions to every engagement.

High net worth individuals and family offices seek our expertise, because we stay current on all the tax regulations and are proactive in planning for the implications to each individual or family. Our customized solutions cover a full range of services that may include:

  • Family Tax Planning
  • Gift Tax Planning
  • Income and Estate Tax Strategies
  • Trust Tax Planning
  • Business Succession Planning
  • Asset Transfer Planning