UHNWI
Target Vertical
For an ultra-high-net-worth individual, personal tax is not just filing a return once a year. Stock-based compensation, multi-generational trust distributions, and cross-border residence rules create obligations that need attention all year, before decisions are made rather than after.
Our Private Client practice provides that oversight. We act as your personal tax director, modeling every ISO exercise, every philanthropic gift, and every international transfer before it happens so your wealth is preserved and your positions hold up.
How we deliver this service.
A rigorous, phase-driven process ensures nothing is missed and every position is defensible.
Complexity Audit
We review your entire financial footprint (entities, trusts, portfolio, compensation) to identify current tax exposure and planning opportunities.
Planning Design
Our senior practitioners design a tax strategy that covers income, gift, estate, and international reporting rules together.
Execution
We implement each strategy, including 83(b) elections, trust funding, and charitable structuring.
Quarterly Monitoring
We keep your tax projection current and manage estimated payments to avoid underpayment interest and protect personal liquidity.
Compliance Governance
We oversee the preparation of all individual, trust, and gift returns (Forms 1040, 1041, 706, 709) and review each one before filing.
Permanent Record Retention
Our firm keeps a permanent, organized 'Vault' of all tax decisions and historical filings for your multi-generational records.
Executive Comp
Getting equity compensation right.
For C-suite executives and venture-backed founders, wealth is often concentrated in equity, and the tax treatment of Incentive Stock Options (ISO), Non-Qualified Options (NSO), and Restricted Stock Units (RSU) determines how much of it you keep. We plan the timing of exercises and sales to minimize Alternative Minimum Tax (AMT) and maximize capital gains treatment.
We also file Section 83(b) elections, which can turn a future high-tax ordinary income event into a low-tax capital gains event on exit. Done early, this planning keeps the value you create in your own account.
Comp focus: ISO/NSO exercise modeling, Section 83(b) elections, AMT credit tracking, and deferred compensation strategy.
Tailored for every client profile.
Family Stewardship
One view of the family's tax position.
Significant wealth is often spread across dozens of legal entities, trusts, and family members. Our Private Client service is the hub for that complexity: the tax decisions made in a family partnership or trust are coordinated with the individual filings of every family member.
Because we keep a look-through view of the entire family net worth, we spot opportunities for inter-entity distributions and charitable contributions that a standard preparer, seeing only one return, would miss. Separate filings become one coherent strategy.
Stewardship focus: Inter-entity distribution planning, unified family tax footprint modeling, and cross-generational gift tax monitoring.
Philanthropic Focus
Structuring your giving.
For many families, philanthropy is central to what they want to leave behind. We structure Donor-Advised Funds (DAFs), Charitable Remainder Trusts (CRTs), and Private Foundations (Form 990-PF): tools that produce significant personal tax deductions and give the family a permanent vehicle for its giving.
We manage the Adjusted Gross Income (AGI) limits on charitable contributions so that every gift, whether cash, appreciated stock, or real estate, gets the full tax benefit while serving your philanthropic goals.
Legacy focus: DAF management, Private Foundation reporting (990-PF), Charitable Remainder Trusts (CRT), and appreciated asset gifting.
Ready for personal tax counsel?
Private wealth deserves more than generic preparation. Work with a team that plans your tax position before the decisions are made.
Specific deliverables, precisely documented.
“Personal wealth leaves a legal footprint. We keep yours documented, planned, and defensible.”
Technical clarifications.
Answers to the most frequently asked questions about how this service works in practice.
We work ahead of events, not after them. Rather than waiting for your data in April, we model every exercise, gift, and distribution before it happens and stay involved with your tax position all year.
Yes. Residency planning is a core part of our practice. We help you document domicile correctly to defend against the exit audits common in states like New York and California.
Timing matters most. We model ISO exercises to avoid AMT triggers and monitor RSU vests so your withholding is accurate. The goal is to convert ordinary income into capital gains whenever possible.
A Private Foundation gives you full control over your charitable giving. It has heavier reporting requirements than a DAF, but it lets the family control the investment assets and its long-term projects.
Yes. We work closely with your wealth managers, legal counsel, and family office staff so that every tax position lines up with your broader financial and legal strategy.
Related services.
Two Tax Systems, One Team
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