A Look At The Clients We Serve

Many of our clients are businesses or high-net-worth individuals who need specialized assistance with a multi-faceted financial plan.

In each case, we work to get to know our clients through a long-term relationship that allows us to truly look beyond the numbers. Our goal: to bring to each client a level of knowledge and depth of experience that represents exceptional value.

 

BUSINESSES

Sole owner/entrepreneur ($250,000 - $10 million in revenue)

Structure of formal business entity Assistance in setting up and maintaining books Payroll support Tax-saving strategies

Multiple shareholder businesses ($1 million - $100 million in revenue)

Structure of formal business entity Shareholder agreements to govern the entry and exit of owners Issues/needs vary based on business stage and vision of owners

Family businesses

Issues/needs vary based on business stage; typically they include family wealth distribution issues and training the next generation in business matters

INDIVIDUALS

Business owners who need tax and planning advice concerning the impact their business has on their personal financial affairs High-net-worth individuals - Tax planning and preparation; multi-state or foreign tax issues; estate planning; asset preservation strategies; retirement planning Rental property owners - Tax planning and preparation; sale or exchange of property analysis Retirees - Tax planning and preparation; gifting strategies to children/grandchildren; cash flow analysis Widows - Tax planning and preparation; estate administration assistance; assistance with financial matters previously handled by spouse

 

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