High Net Worth Individuals
Wealth Management Tax Services
Tax Advisor for High Net Worth & Family Office
Preserving wealth and protecting assets is a primary goal of high net worth individuals and family offices. You worked hard to accumulate your wealth, and preserving it can be challenging. At GT, our wealth management services provide proactive solutions to protect your assets and reduce tax obligations.
Our approach is different and unique from larger firms. GT offers year-round personalized wealth management services that are tailored to address your unique financial needs. Personal attention goes a long way in helping us meet your individual objectives.
We provide wealth management services for multi-generational families, business owners, entrepreneurs, and high net individuals. We work to build a comprehensive tax plan that safeguards assets throughout your life and transfers wealth to your beneficiaries with minimal tax implications. This proposal may include succession planning, estate planning, and investment management.
Personal Attention, Year Round
Tax planning is a year round activity for our high net worth clients. This enables us to evaluate the tax implications of changes that occur in your business holdings and investments. As your wealth grows and your circumstances change, we'll adjust this plan accordingly so you always have the peace of mind of knowing that your family will be financially protected in the years to come.
Our Wealth Management Services Include:
Full Service Accounting
Quarterly financial statement preparation
Tax planning & preparation
Payroll processing & reporting