High Net Worth Individuals

As a high net worth individual, we recognize that you have extensive needs in financial and estate planning, tax preparation and retirement planning. We offer an array of services to assist you. We can help manage your day-to-day finances, provide advice regarding household employees, track investments and provide ongoing planning suggestions. We can help identify risks and offer solutions.

Among the services that we offer are:
  • Assistance in setting and achieving financial goals
  • Retirement planning
  • Estate and gifting planning
  • Business succession planning
  • Asset preservation
  • Insurance evaluation
  • Investment planning
  • Family limited partnerships
  • Funding your children’s education
  • Minimizing your current and future tax liabilities
  • Use of trusts to achieve specific needs

Please feel free to contact us to arrange a consultation