High Net Worth Individuals and Family Offices

Asset protection and value preservation—objectives of high net worth individuals and families. You worked hard to accumulate your wealth, but face the challenges of understanding how best to protect what you have worked so hard to achieve. Navigating the increasingly complex tax environment, structuring asset holdings and transactions, making sure assets are protected and appropriately insured, passing on your legacy, giving to causes that are important to you, are just some of the challenges you face. Our tax, business management, and audit teams understand the issues and risks that impact you and your assets. We provide services that are integrated and aligned with your goals. We work together to address the complexity in your life.

INDIVIDUAL TAX PLANNING AND COMPLIANCE

Tax planning is not a once a year activity. We believe that tax planning occurs real time and year round. When changes occur within your asset holdings, we evaluate the tax implications in its entirety—to you, your business, your investments, your real estate holdings, your estate and your overall financial objectives. We work with individuals and family offices that hold foreign assets and assist in structuring and new regulatory and compliance requirements. More than providing tax returns, we provide guidance and insight to help you achieve your goals.

FAMILY OFFICE AND BUSINESS MANAGEMENT

Our Business Management team helps protect assets and preserve value by providing a concierge approach to client service—tailored to your unique needs. We understand that individuals and family offices with complex asset holdings require more than just bill paying services, they require an integrated team to help plan and execute long-term goals. Often viewed as your gatekeeper, we help to make complex transactions less complicated. Working with high profile clients, we understand the importance of confidentiality and trust. Our track record of growth validates the skills and experience of our team.

LEGACY PLANNING

A lifetime of accomplishments. Family. Legacy. How to transfer wealth is one of the more challenging issues facing individuals and families. Our Wealth Transfer team assists in providing guidance in the establishment of trusts, estate planning, charitable giving and gifting.

ADVISORY

Deciding to sell a business you have spent a lifetime building is one of the most difficult decisions facing entrepreneurs. How to optimize value, how to best structure the transaction, how to plan for the tax ramifications, how to plan for succession are all issues that must be addressed