High Net Worth & Wealth Transfer

Our High Net Worth Group helps business owners, other high-net-worth individuals and families, and family offices understand the comprehensive picture of their complex needs. Focusing on clients from $10 million to $1 billion in net worth, our process centers around concierge service to you, streamlining and coordinating the tax planning process. We begin with an open discussion regarding your goals. We look at how you want to dispose of assets during your life and beyond, and how that will impact your lifestyle not only now, but during retirement and for your overall gross estate. We also collaborate with you and your advisory team to work through other critical issues, such as control over family assets, the perpetuation of the family business, and how the disposition of assets may affect family relationships. For the charitably inclined, we discuss concerns about how to incorporate contribution of funds and outright gifts to charities.
With a strong team focused on tax, real estate, investments and estate planning, our tax concentration in particular is unique and vital to planning, whether you are a business owner just starting to accumulate wealth or you have your own family office. Our highly credentialed CPAs, Accredited Estate Planners® and chartered global management accountants can help you shift generational wealth via gifting techniques to maximize wealth transfer and minimize gift and estate taxes. We also provide a multitude of critical business and personal resources to assist you, and we always remain independent from specific products.


  • Individual tax filings, including multi-state returns
  • Trust, estate and private foundation income tax filings
  • Gift tax returns
  • Exempt organization returns
  • Tax returns for U.S. citizens abroad, nonresident aliens and dual-status taxpayers
  • Cryptocurrency reporting
  • Quarterly estimated tax requirements
  • Foreign filing requirements and reporting for PFICs, foreign bank accounts, foreign corporations, foreign partnerships, foreign disregarded entities and foreign trusts
  • Multi-year tax projections as a roadmap for multiple generations
  • Gift, estate and legacy planning
  • Year-end tax planning
  • Individual retirement taxes
  • Incentive compensation
  • Residency, for U.S. residents and nonresidents moving to or from the U.S.
  • Changes in domiciliary states; tax impact of working in multiple states
  • Complex tax matters
  • Valuation
  • Personal and business accounting
  • IRS representation
  • Family office services
  • CFO services