High-Net-Worth Individuals

High net worth individual services

High-Net-Worth Accounting Services

Significant wealth brings comfort today, and security for the future. It also brings complexity and the need for a meticulous approach to financial decision-making. High-net-worth individuals require the best and brightest accounting minds to minimize their current tax liability, and create a strategic, sustainable plan for tomorrow. 

The Bennett Thrasher Personal Financial Services team has significant experience in this complex and specialized field. We’re here for you with proven solutions customized for your needs.

Our tax consultants for high-net-worth individuals provide expert technical support, strategic planning, and the insight that comes from deep experience. The result is client satisfaction and peace of mind, an invaluable asset for sustaining financial success.

Meet Our Net Worth Tax Planning & Consulting Experts

Our Personal Financial Services team has decades of experience helping high-net-worth individuals and families navigate complex tax and financial matters. We take a collaborative approach, working closely with other Bennett Thrasher teams as needed, to deliver strategic, customized solutions.

From tax mitigation and estate planning to investment analysis and charitable giving strategies, we bring clarity and structure to your financial life.

Looking for tailored advice? Contact Jonathan Swartz or Michael Thrasher to schedule a consultation.

Consulting

We take an integrated approach to high-net-worth tax planning. Our experts will advise on these and related matters, customizing the engagement to your needs.  

  • Income, financial, estate, gift, and trust tax planning
  • Banking relationships
  • Succession planning
  • Personalized charitable gift planning
  • Family office risk governance and risk management policies
  • Analysis of the tax efficiency of investment and insurance products
  • Financial reporting structure

Compliance

Rigorous compliance is essential to maintaining the legacy you’ve worked so hard to achieve. Our comprehensive range of services includes:

  • Individual federal and state tax returns
  • Fiduciary federal and state tax returns
  • Private foundation federal and state tax returns
  • Estate tax (Form 706) and gift tax (Form 709) returns
  • Tax projections to help manage cash flow and identify planning opportunities
  • Federal and state tax credits and incentives
  • Federal and state tax credits and incentives
  • Client representation before the IRS and state tax agencies

Trusted by Many

“The transfer pricing audit ended after the German tax authorities reviewed our Local File. It might have been the best money I have ever spent.” – Feedback from Finance Director of Irish Multinational in Healthcare Industry following a transfer pricing audit in Germany
“Ben and his staff have been fantastic. They have been very professional and extremely patient as we navigate through our transaction and the planning process.”

CFO of U.S.-based subsidiary of a Swiss Multinational in the Technology Industry

“We are incredibly grateful for the partnership, support and collaboration of you and your team…Your professionalism and collaboration truly made the difference for the Company, our teams and our leaders.”

Chief Compliance Officer for a Statewide Health Care Organization

“As always, we very much appreciate your hard work and the hard work of the entire BT team.”

SVP & Chief Compliance Officer of a Global Distribution Company

“In the past, I have used two of the top four national accounting firms for advice. I have found Jeff Call’s firm Bennett Thrasher, the most responsive, always available and very, very helpful. Once I’m not around, I’m certain my state trustee will continue to rely on Jeff’s firm.”

Guy Millner, Chairman Assurance, America, Corporation, Atlanta

“Bennett Thrasher provided exceptional second mile audit services for Trilith Studios. Their team was thorough, knowledgeable, demonstrated a high level of attention to detail and provided clear communication throughout the entire process. We highly appreciated their collaboration and the professional service they provided throughout the entire audit process.”

Ginny Hernandez, Trilith Studios

“Just when you have self-assessed your company to possibly be the worst client ever, the Staff at Bennett Thrasher make you feel like you are their most important and beloved client. That ability is an attribute you don’t see in many accounting firms.”

Dennis W. Jackson, EVP-Finance, M3, LLC

45+ years of tax, audit & advisory solutions

Contact our team