High Net Worth Individuals

Our progressive planning, managed and mitigated are the best help for high-net-worth families and individuals facing a complicated mix of financial issues.

Our team brings creative thinking and comprehensive planning structures globally to help clients meet their goals. Our team deeply experienced CPAs, financial planners and legal professionals work together developing well-designed plans toward asset protection strategies.

Here’s how our team helps:

  • Create capital through appropriate life insurance
  • Determine and control the distribution of assets
  • Integrate charitable objectives
  • Leverage collections of art, cars, airplanes or other tangible items
  • Manage and mitigate estate tax liabilities in the future
  • Manage real estate holdings
  • Prepare trust financial reports for beneficiaries
  • Prepare valuation of family limited partnerships, gifts of cash and assets, and closely held business assets
  • Preserve and protect wealth for future generations
  • Protect heirs and their inheritance from divorce and legal action through the use of trust
high net worth individual