High Net-Worth Family Consulting
From the beginning of our firm, the core of our practice has been serving high net worth individuals and families. All of our experienced tax professionals have training and extensive knowledge in developing and executing income and transfer tax minimization plans, and in structuring wealth transfer and asset protection entities. We work with complex strategies and entity structures. Our professionals are skilled in executing multi-generational wealth planning. We frequently advise our high net worth clients on efficient and effective charitable giving.
We provide a variety of customized services to high net worth individuals and families, including:
- Attestation*
- Tax consulting
- Tax compliance
- Internal control execution
- Accounting services
Not only do we work with these families and individuals directly, we provide services to their private businesses, their wealth management entities, and their fiduciary entities.
We believe in a holistic approach to serving our high net worth clients. We team with other professionals serving our clients to create efficiencies and synergies from which our clients benefit. We understand the importance of collaborating with our clients’ team of legal advisors, bankers, financial planners, insurance providers and others to achieve exceptional client service and optimal results.
Key Contacts
Kimberly Lyons – Tax Partner
Susan Adams – Managing Partner
Tracy Ramey – Tax Senior Manager
Pearl Balsara – Tax Senior Manager
Amy Landry – Tax Partner