Meet our Family, Executive & Advisory Service Team
“We approach our Family, Executive & Entrepreneur Advisory Services clients as one economic unit—business, owner and extended family.
We partner with their attorneys, investment advisors, and family offices to work collaboratively with our clients to help them reach their financial goals.”
Jen Flinchum, CPA, CFP® | Partner | Family, Executive & Entrepreneur Advisory Services Team Leader
Keiter’s Family, Executive & Entrepreneur Advisory Services Team is your group of tax professionals dedicated to the unique and comprehensive needs of:
- Families with Multi-Generational Wealth and High Net-Worth Individuals
- Entrepreneurs and Business Owners
- Executives and Corporate Officers
As our client you can rely on our decades of experience, expert insight, and innovative solutions to meet the needs of your most intricate and complex tax-related situations.
Each client’s goals, financial situation and family dynamics are different. Our professionals focus on getting to know you. We ask the right questions so that we can identify and employ tax strategies that work to your advantage. The innovative services we offer minimize your tax exposure while maximizing savings.
Our services include:
- Income Tax Planning & Compliance
- Gift & Estate Tax Planning & Compliance
- Charitable Giving
- Family Succession Planning
- Life Event Planning
We also work closely with other trusted professionals to provide a well-rounded financial advising team. We will partner with your other advisors in the following areas:
- Financial & Investment Planning
- Insurance & Risk Management
- Family Office Solutions
Learn more about Keiter’s Family, Executive & Entrepreneur Advisory Services. Meet our team and get details about services that can help you.
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