High Net-Worth Family Consulting

From the beginning of our firm, the core of our practice has been serving high net worth individuals and families. All of our experienced tax professionals have training and extensive knowledge in developing and executing income and transfer tax  minimization plans, and in structuring wealth transfer and asset protection entities. We work with complex strategies and entity structures. Our professionals are skilled in executing multi-generational wealth planning. We frequently advise our high net worth clients on efficient and effective charitable giving.

We provide a variety of customized services to high net worth individuals and families, including:

Not only do we work with these families and individuals directly, we provide services to their private businesses, their wealth management entities, and their fiduciary entities.

We believe in a holistic approach to serving our high net worth clients. We team with other professionals serving our clients to create efficiencies and synergies from which our clients benefit. We understand the importance of collaborating with our clients’ team of legal advisors, bankers, financial planners, insurance providers and others to achieve exceptional client service and optimal results.

Key Contacts

Kimberly Lyons – Tax Shareholder

Steve Gohn – Audit Shareholder

Steve Allen – Tax Shareholder

Susan Adams – Tax Shareholder

Tracy Ramey – Tax Senior Manager

Pearl Balsara – Tax Senior Manager

Amy Landry – Tax Senior Manager


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