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. Our experienced professionals take a proactive approach to create customized solutions for each client’s unique situation.
Core Services
- Income and estate tax strategies
- Gift tax planning
- Trust tax planning
- Family tax planning
- Business succession planning
- Asset transfer planning
Client Types
- High net worth individuals
- Family offices
- Multi-generational families
- Business owners planning transitions
- Individuals with complex financial portfolios
What Sets Us Apart: Our professionals stay current on all tax regulations and are proactive in planning for the implications to each individual or family. This approach enables us to develop strategic solutions that both protect wealth and create lasting financial legacies.
