High-Net-Worth Families, Entrepreneurs and Business Owners

High-net-worth families and individuals face a complicated mix of financial issues that can be managed and mitigated by progressive planning. Our team works across global borders to bring creative thinking and comprehensive planning structures to help clients meet their goals. Our team consists of deeply experienced CPAs, financial planners and legal professionals who work together to develop well-designed plans and deploy asset protection strategies.

Our team can help:

Wealth protection and preservation requires a solid foundation. With careful planning and periodic reviews, we can help you reduce your tax exposure, protect your family and ensure that your exact wishes are met.

Our team has extensive experience representing Fortune 100 individuals, family trusts, and some of the wealthiest families from around the world. Our deep cultural familiarity, language capabilities and global resources and contacts enable us to serve as a valuable asset to clients.