High Net Worth

We provide attentive service and expert advice, and have a professional demeanor that helps high net worth families, family offices and individuals with things as complex as estate planning to the mundane such as bill paying.

Members of the firm’s High Net Worth Services Practice have experience serving closely-held businesses, public and private company executives; high net worth families; and high-income professionals, athletes and entertainers.

Income Tax

  • Quarterly and annual tax planning to help avoid unforeseen tax liabilities
  • Coordination with other financial activities
  • Federal, state and local tax compliance and filing

Life Management Services

  • Bill paying, general ledger and financial statements
  • Cash flow budgeting and planning
  • Life and casualty insurance review
  • Record management
  • Purchase, sale or lease of private air, ground, or water transportation
  • Domestic employment matters

Wealth Planning and Transfer

  • Retirement planning
  • Estate planning and wealth transfer
  • Lifetime gift and charitable planning
  • Asset protection
  • Family governance
  • Investment due diligence

Investment Review Services

  • Investment management review
  • Asset allocation review
  • Quarterly investment portfolio review