Bespoke Tax Planning for Affluent Individuals
High Net Worth individuals face intricate tax challenges—from trust and estate planning to complex investment structures. Our specialized team delivers tailored strategies to preserve wealth, minimize taxes, and ensure compliance across multiple jurisdictions.
We collaborate closely with your legal, trust, and investment advisors, crafting cohesive plans that address income, estate, gift, and philanthropic goals. Proactive modeling and scenario analysis help you anticipate outcomes and seize opportunities.
Whether optimizing charitable giving, establishing family offices, or navigating cross-border taxation, our high-touch service ensures your legacy and assets are protected for generations.
Key High Net Worth Services
- Personal income tax optimization & deferral strategies
- Trust, estate & gift tax planning
- Charitable giving & philanthropic structuring
- Family office setup & administration
- International tax & residency planning
- Private investment vehicle structuring
- Succession planning & wealth transfer analysis
- IRS representation & controversy support
- Pension & retirement planning for executives