We help high-net-worth individuals protect and grow their wealth through strategic tax planning, investment oversight, and estate planning. Our strategic tax planning and wealth management approach protects your financial future.
WE ARE PROUD TO SERVICE OUR FRENCH-SPEAKING COMMUNITIES ESTABLISHED THROUGHOUT CALIFORNIA.
We combine sophisticated tax strategy with comprehensive wealth management expertise to help you protect and grow your assets while minimizing tax exposure.
Minimize tax exposure through sophisticated strategies across multiple income sources, investments, and business interests.
Structure tax-efficient wealth transfer solutions using trusts, charitable foundations, and strategic gift planning.
Optimize investment decisions with tax-efficient asset allocation, loss harvesting, and alternative investment strategies.
Manage cross-border investments, foreign income reporting, and global tax implications with expert compliance.
Structure business holdings for maximum tax efficiency while protecting wealth through strategic entity planning.
Protect assets through proactive tax planning, audit defense, and sophisticated compliance monitoring.
Our high-net-worth accountants provide personalized, discrete service that protects and grows your wealth. With decades of experience serving affluent families, we understand the complexities of substantial wealth management.
Our proactive approach anticipates tax implications across your entire wealth portfolio, identifying opportunities while minimizing exposure through sophisticated planning.
We work seamlessly with your attorneys, wealth managers, and financial advisors to implement cohesive strategies across all wealth vehicles.
Beyond immediate tax savings, we structure long-term solutions for wealth preservation and efficient transfer to future generations.
Whether you’re managing nonprofit grants, overseeing construction projects, or scaling a tech startup, we bring the same detailed attention and tailored solutions to every client we serve.
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Consider a specialized accountant when managing multiple income sources, complex investments, or assets over $1M. Early planning prevents costly tax inefficiencies and compliance issues.
High net worth accounting requires expertise in complex tax strategies, alternative investments, international reporting, and estate planning. We coordinate with entire wealth management teams.
Effective strategies include timing of income recognition, strategic charitable giving, investment structure optimization, and careful estate planning. Each strategy is tailored to individual circumstances.
We work closely with your wealth managers, attorneys, and investment advisors to ensure coordinated strategy implementation and optimal tax efficiency across all wealth vehicles.
We structure business exits to optimize tax outcomes through timing strategies, installment sales, opportunity zones, and strategic charitable planning.
We structure charitable contributions through donor-advised funds, private foundations, and direct giving to maximize tax benefits while supporting philanthropic goals.
We manage multi-state tax exposure through careful documentation of residency, strategic timing of income recognition, and state-specific tax planning.
Tax season comes with its own set of challenges. Whether you’re leading a tech startup in Silicon Valley, managing a medical practice in San Francisco,
Filing for bankruptcy doesn’t mean your tax obligations disappear. In fact, paying business taxes on a bankrupt business remains a crucial responsibility that requires careful
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