Who We Serve

High Net Worth Individuals

We provide financial planning services for individuals, families, and businesses to help them achieve their financial goals.

It is our passion and privilege to build deep personal relationships with clients and use our financial management experience to help them improve the quality of their lives and achieve their financial goals.

Contact us to ask questions and learn more about how we can help you with a full range of family office needs, tax reduction strategies, retirement planning approaches, private foundation consulting, wealth management and estate planning blueprints.

Financial Family Office
  • Financial Family Office
  • Private Foundation Consulting
  • Executive Compensation
  • growing-hands-600-619

    Financial Family Office

    Wealth planning, investment services, estate planning, insurance monitoring, tax and legal services, concierge and much more.

    A Family Office is a private organization that has as it’s exclusive client a high net worth individual or family. The Office is formed by the individual or family to handle all of their concerns. Many family offices are set up very simply in the beginning as a quarterback for all the professionals and advisors that the family already works with, and may outsource more complicated tasks such as legal functions. As a family office grows, families may bring more complicated tasks and functions within the family office.

  • Private Foundation Consulting

    With your own private foundation, you’ll get more than just tax savings.

    You will also have the ability to further your unique charitable goal alternatives with the retention of a great measure of control over how such alternatives are realized. For a donor with the desire to make a contribution that can help further a charitable purpose, there is probably no other charitable alternative that offers the same degree of flexibility of design, retention of control and tax advantages that a private foundation offers. Our staff of foundation experts will guide you every step of the way, so you can easily take advantage of every IRS-sanctioned option to accomplish your charitable goals.

    Learn More About Our Private Foundation Consulting
  • gold-watch-600-619

    Executive Compensation

    Smart tax planning is crucial.

    If you’re an executive or other key employee, you might receive stock-based compensation, such as restricted stock, restricted stock units (RSUs) or stock options (either incentive or nonqualified), or nonqualified deferred compensation (NQDC). The tax consequences of these types of compensation can be complex — subject to ordinary income, capital gains, employment and other taxes. So smart tax planning is crucial.

    Learn More About Our Compensation and Employee Benefits Tax Services

Executive Compensation Tax Services for Business

Executive Compensation is one of the clearest ways to communicate a company’s priorities and values.

We provide thoughtful, timely and fully independent executive compensation advice to help companies attract, retain and motivate top leadership. We presently offer the following compensation tax advisory services:

  • IRS Forms W-2 and 1099 Issues, and Other Payroll Reporting
  • Golden Parachute Payments Under IRC Section 280G
  • IRS Section 409A Issues Affecting Non Tax-Qualified Deferred Compensation Plans and Assistance With the Correction of Certain IRC Section 409A Failures
  • Wage Withholding Issues Affecting Employer Stock Plans
  • Preparation and Filing With the IRS of Voluntary Classification Settlement Program Filings For Misclassified Independent Contractors

Expertise In Compensation and Employee Benefits

The rules facing companies with respect to ERISA, employee benefits, and executive compensation are complex and important. We assist our clients in finding practical and cost-efficient solutions to their most important benefits challenges, including qualified plans, health and welfare benefits, 409A, actuarial issues, agency relations (PBGC, IRS, and DOL), and ERISA litigation. Our executive compensation experts will guide you every step of the way, so you can easily take advantage of every IRS-sanctioned option to accomplish your business goals.