High Net Worth Individuals

Significant wealth creates complexity. Our high net worth consulting services are flexible and scalable to the needs of every individual and family we work with and include:

• Developing income, financial, estate, gift and trust tax plans
• Advising on succession planning for closely-held businesses
• Advising on personalized giving plans to achieve educational and charitable goals
• Developing family office governance and risk management policies
• Developing a financial reporting structure
• Assisting with banking relationships

We take an integrated, holistic approach towards tax planning for high net worth individuals. This helps you manage, preserve and transition your wealth. Our proactive and collaborative approach means that you can sleep soundly knowing that we have you covered.

Bennett Thrasher simplifies tax compliance so you can focus on what you do best. Our professionals have spent decades serving individuals and families with complex tax issues and structures. Whatever your situation, we can provide a full range of tax compliance services, including:

• Preparing complex individual federal and state income tax returns
• Preparing estate tax (Form 706) and gift tax (Form 709) returns
• Providing tax projections to help you manage cash flow and identify planning opportunities
• Analyzing the tax efficiency of investments and insurance products
• Identifying and assisting with federal and state tax credits and incentives
• Representing clients before the IRS and state agencies and managing tax examinations

Our professionals review each client’s needs frequently to ensure that we are addressing every potential angle to mitigate their tax liability while staying in compliance with all federal, state and local regulations.