Tax Planning for High-Income and Ultra-High-Net-Worth Clients
Private tax advisory for high-income earners, business owners, and ultra-high-net-worth individuals and families across the United States. We coordinate proactive tax strategy and implementation with your existing CPA, wealth manager, attorney, and other advisors. Start by applying online for a private consultation.
The Private Evaluation
We begin with a confidential review of your financial circumstances, priorities, and existing planning. This helps us understand where coordinated tax advice may be valuable and whether our approach is suited to your needs.
The Strategy Experience
We evaluate planning opportunities in the context of your wider financial life. Working alongside your financial advisor, attorney, CPA, and other professionals, we help translate a considered strategy into a coordinated implementation plan.
Ongoing Concierge Advisory
Tax planning is an ongoing discipline. We revisit your priorities as circumstances change, coordinate with your advisory team, and address planning decisions throughout the year. Our relationship centers on strategy and implementation beyond the tax return.
Planning Beyond the Return
Tax strategies, planning opportunities, and insights for people with more complex financial lives.
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Planning Beyond the Return
Tax strategies, planning opportunities, and insights for people with more complex financial lives.
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