How Divorce Attorneys Can Leverage a Financial Advisor | Free Webinar

Services For
High Net Worth Families

Grow your family’s wealth for generations to come.

Grow family wealth icon

Protect Your Family’s Financial Future

You want your family’s wealth to last for generations. Backed by decades of experience with high net worth multi-generation families, our CPAs and wealth advisors will make recommendations with your family’s legacy and lifestyle in mind.
Tax analysis icon

Income Tax Planning

Substantial wealth usually brings about complex tax questions. We’re familiar with the unique tax issues of multi-generation high net worth families, and understand the tax implications of every decision you make.

Woman at computer icon

Family Office Management

We manage the family office for wealthy families, handling day-to-day details such as banking, personal business services, insurance, bill paying, negotiations with vendors and medical planning. Our Client Advisory Services (CAS) team has your back.

Wealth management icon

Wealth Management

Preserving your family’s wealth for the next generation takes careful asset management. We’ll craft a customized plan based on your goals, risk tolerance, tax and estate planning opportunities, and other factors unique to your family.

Estate planning icon

Estate Tax Planning

Whether your family members want to transfer assets to the next generation or their favorite philanthropic causes — or a combination of both — our experienced estate planning professionals can help.

Succession planning icon

Succession Planning for Business Owners

When there’s a business tied to your family’s wealth, it’s essential that you have a qualified and experienced team at your side to guide you every step of the way.

Retirement travel icon

Personal Financial & Retirement Planning

One size does not fit all when it comes to personal financial and retirement planning. Mainstream strategies that are advantageous for most are not necessarily suitable for high net worth families.

Trust administration icon

Trust Administration

Trusts offer many wealth transfer opportunities and tax saving benefits, as well as asset management protection from creditors.

Estate Planning Checklist

Start planning for the transfer of your wealth to the next generation
Estate Planning Checklist

Family Education & Next Generation Development

One of the most important ways to preserve wealth is to introduce the younger generations to your family’s values, philanthropic commitments, finances, business interests and best practices for wealth management.

mother and daughter review finanial documents

Family Communication

Our most successful high net worth clients commit to — and follow through with — regular, structured family meetings. Our wealth advisors often facilitate those meetings, which bring together multiple generations and follow a prepared agenda.

family meeting

Family Values & Legacy Planning

Through skilled facilitation, our wealth advisors will help your family identify, fine-tune and craft your values into a cohesive family mission statement, which is the core of every financial, business and philanthropic decision you make. Strong family governance establishes a plan for the smooth transition of your family’s legacy and wealth from one generation to the next.

family review board

Philanthropy

When your family has a strategic philanthropic plan in place, charitable giving provides powerful tax and estate planning benefits to you and your family, along with the opportunity to support the causes you believe in.

money growing in jar

Get The Latest Business, Tax And Financial Insights.

Accounting Software for Family Offices

Family offices are a convenient and effective way for high net worth families to manage their assets. But owning and operating a family...

IRS Delays $600 Form 1099-K Reporting Requirement Threshold

Tax season can be a confusing and stressful time for many, with various forms and reporting requirements to keep track of. One form, the...

Tax Strategies to Consider Before Moving Abroad

Moving abroad is an exciting venture, but it comes with important financial considerations, especially when it comes to taxes. Careful tax...

Request A Consultation

Let's talk about how we can work together to achieve your goals.