Industries

• Healthcare
  
• Construction
  
• Closely Held & Family Businesses
  
• Real Estate Development
  
• Manufacturing & Distribution
  
• Professional Service Firms
  
• High Net Worth Individuals

High Net Worth Individuals

With wealth comes significant challenges, including taxes, estate planning and investment decisions. We have a long record of working successfully with high net worth individuals to help them make the most of their assets. We will assist you with the buying and selling of businesses and provide substantial personal CFO services. 

Our staff will work closely with your investment advisors and attorneys to develop a comprehensive plan that considers the tax implications of your planning decisions, as well as advocate for you and your future.

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