High-Net-Worth Financial Planning
With significant wealth, you face complex financial decisions on a regular basis. Your advisor will provide the support you need to safeguard the future of your estate.
Why do you need it?
- Significant wealth needs tailored planning
- Family and business assets require coordination
- Tax rules and laws are continually changing
- Long-term legacy planning builds stability
What does our planning do?
- Comprehensive wealth and estate strategies
- Insurance integration and risk management
- Tax planning and strategy for complex portfolios
- Family office advisory and succession support
Get the most out of your wealth.
With a strategic plan in place, your advisor can help you grow the potential of your estate while insulating you from the risks associated with a high net worth.
Talk to an advisor
Specialized tax services
Our specialized tax services include tax planning and preparation in addition to comprehensive tax strategies.
Other financial needs
Your advisor can assist you or your family members with trusts, estate planning, hedge funds or private equity firms.
Family office
Get total control of your finances with a dedicated family office of experts to manage your financial and investment needs.
Numbers to know
Preservation priority
67%
of HNW individuals name wealth preservation as their top goal. (Capgemini, 2024)
Wealthy tax rate
24%
is the effective tax rate paid by the wealthiest Americans. (National Bureau of Labor Statistics, 2025)
Family office evolution
2/3
of family offices now operate separately from family businesses for operational efficiency. (Forbes, 2025)
Our high-net-worth financial planning options include
Tax services
Strategic tax planning, preparation and expert guidance to optimize your financial future.
Estate planning
Expert estate planning and trusts for hedge fund and private equity firm principals, optimizing wealth transfer and minimizing tax liabilities.
Family office
A total solution to managing the financial and investment needs of an affluent individual or family.
