High Net Worth Individuals

Good fortune brings happiness—and big responsibilities. Where significant wealth is involved, everyday economic realities like taxes, liability protection, investments, and wealth transfer planning require the guidance of seasoned professionals.

Our broad experience and a strategic approach can protect your earnings, plan for the future, and avoid overpaying taxes. We provide business tax, accounting and business consulting services to help you enjoy, build and pass on your assets, no matter how complex your financial picture.

When you have wealth, tax planning should be a year-round part of your financial management activities. We often help clients save money at the end of the quarter or the end of the year, and we develop tax minimization strategies to help them over the long term.

Our experienced professionals provide support with:

  • Buying and selling a business
  • Determining compensation and stock options
  • Financial planning
  • IRS controversies
  • Fraud, disputes, and litigation
  • Personal CFO, bookkeeping, and accounting
  • Philanthropy advice
  • Tax planning
  • Wealth transfer and estate planning

Ready to talk?

Contact us to get the conversation started.