High-Net Worth Individual Tax Advisory

Preserve more. Plan smarter.

We provide proactive tax advisory services for high-net worth and ultra-high net worth individuals with complex financial lives. As wealth grows, so does the need for thoughtful tax planning. Our goal is to help you preserve wealth, reduce tax liability, and make informed financial decisions through personalized, year-round advice.

Rather than meeting only during tax season, we work with clients throughout the year to identify planning opportunities before important financial decisions are made. Whether you're managing investments, receiving equity compensation, investing in private funds, purchasing real estate, or preparing for retirement, we help you understand the tax implications before you move forward.

Our advisory services go beyond tax compliance. We work closely with your financial advisors, attorneys, and investment managers to develop tax strategies that support your long-term financial goals. Every recommendation is tailored to your unique circumstances, allowing you to make confident decisions while preserving more of what you've earned.

Speak With an Advisor

We understand that tax planning is only one part of your overall financial picture. That’s why we work closely with your financial advisor, investment manager, attorney, and other trusted professionals to help ensure your tax strategy supports your broader financial objectives.

Our focus is simple:

  • Preserve wealth,

  • Reduce tax liability

  • Make financial decisions with confidence

Start the Conversation

Our Tax Advisory Services for High Income Individuals

Business Owner Tax Planning

Tax planning for entrepreneurs, closely held businesses, pass-through entities, liquidity events, and business succession.

Partnership & Carried Interest Planning

Planning for private equity, hedge funds, venture capital, and investment partnerships for general partners and limited partners, including navigation through carried interest allocations.

Multi-State Tax Planning

Planning for individuals with multiple residences, investment properties, business interests, and income sourced across multiple states.

Equity Compensation Planning

Tax planning for restricted stock, RSUs, stock options, incentive stock options (ISOs), nonqualified stock options (NSOs), and executive compensation.

Estimated Tax Planning

Prepare quarterly tax projections and estimated payments to minimize underpayment penalties.

International Taxation

We help individuals with international financial interests navigate complex rules with confidence. Our services include foreign income reporting, FBAR compliance, FATCA, foreign tax credits, and residency planning.

Investment Tax Planning

Develop strategies to improve after tax investment returns, manage capital gains, coordinate investment income, and maximize tax efficiency across your portfolio.

Charitable Giving

Evaluate charitable gifting opportunities using donor advised funds, appreciated securities, charitable trusts, and other tax-efficient contributions.

Retirement Distribution Planning

Develop tax-efficient withdrawals from IRAs, 401Ks, pensions and other retirement assets.

Who We Serve

Ultra-High-Net Worth Families

Business Owners and Entrepreneurs

Private Equity Professionals

Hedge Fund Professionals

Family Investment Partnerships

Investment Managers

Real Estate Investors

Real Estate Brokers

Corporate Executives

Individuals with multi-state tax issues