Estate plans that do not sit in a drawer. Trust returns done right. Business interests, brokerage accounts, and family LLCs that coordinate instead of compete. We work with families whose net worth makes their tax and estate picture genuinely complicated, and who want one CPA holding it together.
Estate exemptions changed. Your asset base changed. The trustees you named are no longer the right people. The plan needs a refresh and nobody is driving it.
Three separate professionals giving three slightly different recommendations. You are the one stitching their advice together at the kitchen table, and the pieces do not always fit.
You have built something worth passing down, but the conversation with your children about the family LLCs, the trust structures, and the responsibilities has not happened yet.
A coordinated view of your tax and estate position. Quiet, careful, designed to last.
Annual review of your estate position against current exemption levels. Lifetime gifting strategy. Coordinated GST planning across generations. We work with your estate attorney, not around them.
Trust returns prepared with discipline. K-1s to beneficiaries on time. State filings handled. Distribution accounting that holds up if questions come up later.
Entity structures that hold family assets cleanly, allow gifting at fair valuation, and do not collapse the first time someone needs liquidity. Reviewed annually for compliance and intent.
We sit in the same conversations as your estate attorney and your wealth advisor. One plan, three professionals, one client. No more triangulating advice on your own.
If your wealth is tied to an operating business, succession is half tax planning and half family conversation. We help structure both, and we help facilitate the family conversation when it is time.
Optional: we meet with adult children to walk through the family structures, the responsibilities they will inherit, and the questions they should be asking. At the family’s pace.
Most of our family clients do not appear in case studies. They do not give public testimonials. Their CPA does not post about them on LinkedIn. That is intentional. The work happens quietly, year after year, between people who trust each other. If you want a CPA who treats your family’s information the way you do, we are built for that.
A confidential 30-minute call. No commitment. We will tell you what we see, recommend the next step, and refer you to a different firm if that is the right answer.
