High Networth Individuals

Significant wealth management requires customized tax and estate planning strategies to minimize your taxes and protect your wealth for future generations. Because of the uncertainty of future tax and estate legislation, it is important for you to work with someone who will take a proactive approach on your behalf.  We'll work with you and your team of other trusted advisors to create a customized tax strategy plan that will help you protect, manage and grow your assets.

  • Entity selection and formation for asset protection
  • Tax planning and preparation (individual,  corporate, partnership and estate)
  • Insurance plan review and evaluation
  • Estate planning
  • Succession planning and assistance with trustee selection
  • Education planning
  • Charitable gift planning tax strategies
  • Wealth transfer planning
  • IRS representation