High Net Worth
Individuals & Families

“Highly personalized service dedicated to the preservation of wealth for this generation and the next.”

High Net Worth Individuals & Families

Since the firm’s founding, Crown & Company, CPAs has specialized in planning and advising high net worth individuals and multi-generational families. Our team has the experience to analyze these typically unique and complex financial scenarios that often include family businesses, large estates, investments, and debt. Once a clear understanding of the client’s objectives is gained, a customized strategy is developed to minimize the client’s tax obligations, help preserve and protect assets, and to ultimately transfer that wealth to succeeding generations. Throughout the year, the strategy is continually reassessed by our team based upon newly identified planning opportunities, on-going communication to/from the client, and close monitoring of the client’s financial position.

Our customized services to high net worth individuals and families may include:

Strategic Tax Planning & Advisory

  • Federal & Multi state tax return preparation & compliance for individuals and entities
  • Transaction planning to minimize adverse tax implications
  • Year-round projections and planning
  • Charitable Gift planning

Estate, Trust & Wealth Succession Services

  • Identifying client wealth transfer objectives
  • Coordinate with advisors to estimate estate value and tax liability
  • Estate & gift tax return preparation and compliance
  • Review existing estate plan documents (including wills, trusts…) to ensure compliance with current client objectives and laws
  • Develop efficient gifting strategies to meet the client’s wealth transfer and philanthropic objectives
  • Evaluate charitable giving options and techniques
  • Management of all aspects of trust and estate administration from inception through final distribution

Privately held and family owned business support & advisory services

Family Office services

  • Year-round collaboration with client advisors (attorneys, bankers, investment advisors…) to ensure compliance with the client’s financial objectives. Crown & Company, CPAs will coordinate and, if necessary, manage our client’s advisors.
  • Financial performance transparency
    • Compiled financial statement preparation
    • Cash flow analysis and planning
  • Bookkeeping and bill payment services

To maintain our independence, Crown & Company, CPAs does not offer wealth management services nor do we sell insurance products. We do not accept referral fees. In doing so, Crown & Company, CPAs clients are rest assured that our recommendations are transparent and made only with their best interests in mind.


What We Do