High Net-Worth Family Clients

We provide complete tax compliance and consultation services to high net-worth individuals and their family members, trusts, and investment entities. We work closely with their other trusted advisors such as attorneys and investment managers to establish and manage their estate plan. Our primary focus is wealth preservation management. For this group, gift tax and income tax planning is an integral part of our services. When appropriate, we recommend planning strategies including the following:

  • Family limited partnerships (FLPs)
  • Grantor retained annuity trusts (GRATs)
  • Qualified personal residence trusts (QPRTs)
  • Charitable lead and remainder trusts (CLTs & CRTs)
  • Private foundations
  • Private annuities
  • Tax deferred exchanges
  • Life insurance reviews