High Net-Worth
Integrated planning, entity coordination, and a multi-year view—delivered with clean documentation and clear decisions.
Clarity across entities and years.
We coordinate tax compliance and planning with the information needed to support high-stakes decisions.
Common situations
- Multiple entities (partnerships, S corps, trusts)
- Concentrated investments, real estate holdings, and K-1s
- State residency and multi-state exposure
- Trust and estate coordination
How we support
- Multi-year planning and cash/tax coordination
- Entity-level alignment and documentation discipline
- Close collaboration with advisors when needed
What we need
- Brokerage statements, K-1s, and major transaction summaries
- Entity financials and ownership details
- Prior year returns/workpapers where available
Liquidity events (light-touch transaction support)
For clients involved in liquidity events, partial exits, or family-owned business transitions, our work often overlaps with transaction-focused tax planning and post-transaction structuring. Learn more at M&A Tax Advisory.