Family, Executive & Entrepreneurial Advisory Services

Our services are best suited for clients with multiple complex service needs and structures, have a finance leader, and meet the following characteristics: - Mid- to large-sized corporate entities with at least $5 million+ in revenues - Nonprofit and exempt entities that are mid- to large-sized exempt entities with $1million+ in assets - Individual tax services for multigenerational and multiple taxpayers (1040s, 1041s, entities, gift returns) with a focus on planning with the family and their trusted advisors.