Serving the san francisco bay area + beyond since 1976
Serving the san francisco bay area + beyond since 1976
High Net Worth Individuals
Integrated Planning for High-Income Earners, Investors, and Multi-Generational Families
We work with high-net-worth individuals and families to provide tax, accounting, and proactive planning services that help protect wealth, reduce tax exposure, and support long-term financial goals. From investments and real estate holdings to trusts, business ownership, equity compensation, and retirement planning, we help clients navigate increasingly complex financial situations with clarity and confidence.
As your wealth grows, your financial life can become more complicated. Taxes, investments, real estate, business interests, retirement, and decisions about your family can all affect one another.
You shouldn’t have to understand every tax rule or anticipate every financial consequence on your own.
We help you look at the bigger picture—identifying opportunities, anticipating potential tax consequences, and helping you make important decisions before your options become limited.
Whether you’re building wealth, preparing for retirement, managing a major financial change, or thinking about what you’ll eventually leave to your family, we help you plan ahead and coordinate with your other advisors when needed.
50
years
EST. 1976
50
years
EST. 1976
Individuals & Families
Integrated Planning for High-Income Earners, Investors, and Multi-Generational Families
We work with high-net-worth individuals and families to provide tax, accounting, and proactive planning services that help protect wealth, reduce tax exposure, and support long-term financial goals. From investments and real estate holdings to trusts, business ownership, equity compensation, and retirement planning, we help clients navigate increasingly complex financial situations with clarity and confidence.
As your wealth grows, your financial life can become more complicated. Taxes,investments, real estate, business interests, retirement, and decisions about your familycan all affect one another.
You shouldn’t have to understand every tax rule or anticipate every financial consequence on your own.
We help you look at the bigger picture—identifying opportunities, anticipating potential tax consequences, and helping you make important decisions before your options become limited.
Whether you’re building wealth, preparing for retirement, managing a major financial change, or thinking about what you’ll eventually leave to your family, we help you plan ahead and coordinate with your other advisors when needed.
The goal: Keep more of what you’ve built + avoid costly surprises + create more options for you and your family.
For 50 years, we have helped families make informed decisions through life’s important financial milestones. We take the time to understand each client’s unique goals and work closely with attorneys, wealth advisors, bankers, and other trusted professionals to create coordinated strategies that support wealth preservation, family legacy, and future generations.
The goal:
Keep more of what you’ve built.
Avoid costly surprises.
Create more options.
for you and your family.
For 50 years, we have helped families make informed decisions through life’s important financial milestones. We take the time to understand each client’s unique goals and work closely with attorneys, wealth advisors, bankers, and other trusted professionals to create coordinated strategies that support wealth preservation, family legacy, and future generations.
Let’s Talk About
What You’re Planning
How We Help High Net Worth Individuals
Tax Planning + Compliance
Plan ahead for income, investments, equity compensation, real estate, retirement, and other financial decisions while staying current with federal and state tax obligations.
Wealth + Legacy Planning
Consider the tax implications of gifting, trusts, estate strategies, and wealth transfers so more of what you’ve built can benefit the people and causes that matter to you.
Investment + Real Estate Decisions
Understand the tax consequences of investment sales, property transactions, income changes, and other financial moves before decisions are finalized.
Retirement + Life Transitions
Prepare for retirement, business sales, changes in residency, inheritance, and other significant events that can reshape your financial and tax picture.
Advisor Coordination
Bring your CPA, wealth advisor, estate attorney, and other professionals together when decisions cross tax, investment, legal, and family considerations.
Services for High Net Worth Individuals
Tax
When you’re running a business or managing significant financial decisions, it can be difficult to know which move to make next. We help you understand your options, improve profitability, plan for growth, and prepare for major transitions—so you can make decisions today that support where you want to be tomorrow.
Advisory
Tax decisions made throughout the year can affect how much you ultimately owe. We help you plan ahead, stay current with changing tax rules, and identify opportunities to reduce your tax burden—so you can avoid surprises and keep more of what you’ve earned.
Audit & Assurance
When others rely on your financial statements, you need to know the information is reliable and meets their requirements. We help you get the right level of assurance, meet reporting obligations, and identify issues that may need attention—so you can reduce risk and move forward with greater confidence.
Frequently Asked
Questions
When should I start tax planning instead of just preparing my tax return?
Tax planning is most useful before financial decisions are finalized. A change in income, investment sale, stock compensation, real estate transaction, retirement decision, business sale, or other major event can have tax consequences. Planning ahead gives you more time to understand those consequences and consider your options.
How can I reduce taxes as my income and wealth grow?
There isn’t one strategy that works for everyone. Your income, investments, real estate, retirement accounts, business interests, charitable giving, and family goals can all affect your tax position. Looking at these pieces together can help identify opportunities to reduce tax exposure while supporting your broader financial goals.
How can I pass more of my wealth to my children?
Planning ahead can help you evaluate ways to transfer wealth while considering taxes, timing, gifting, trusts, charitable goals, and your own financial needs. Your CPA can work with your estate attorney and financial advisor so tax planning is considered as part of your overall wealth transfer strategy.
Do I need a CPA if I already have a financial advisor and estate attorney?
These advisors often address different parts of your financial life. Your financial advisor may focus on investments and financial planning, while your attorney handles legal and estate matters. A CPA can help evaluate the tax implications of those decisions and coordinate with your other advisors when appropriate.
What financial changes should I discuss with my CPA before they happen?
Consider talking with your CPA before selling investments or real estate, exercising stock options, retiring, receiving a large bonus, making significant gifts, changing residency, buying or selling a business, or completing another major transaction. Once a transaction is complete, some planning opportunities may no longer be available.