Preserving generational prosperity to pass it on.
Building a legacy takes years. And every family has its own dynamic with a distinctive set of desires and challenges. Our customized approach meets the evolving needs of high-net-worth families and their businesses, going beyond compliance to realize financial goals and minimize tax liabilities.
Services to our clients
- Tax planning and compliance
- Family office design and entity structuring
- Back-office accounting services
- Bill-paying assistance
- Personal financial reporting
- Estate and trust planning
- Philanthropic planning
- Insurance and wealth risk management services
- IRS representation
- Recruitment services
- Tax controversy assistance
