Individual Tax Planning

High Net Worth Tax Planning Services

Financial Family Office Services for Ultra-High Net Worth Individuals

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.

Executive Compensation Tax Planning

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.