Enhance and Expand your Family Office
Supporting single and multi-family offices with succession and contingency planning, coordination of outside advisors, operational support, and initiatives that enhance overall efficiency.
Tax Planning & Compliance
- Federal and state individual income tax return preparation
- Estimated tax planning and quarterly payment management
- Multi-state residency and domicile analysis
- Trust and estate tax return preparation
- Gift tax planning and return preparation
- Charitable giving strategies and compliance
- IRS and state audit representation
Wealth Transfer & Estate Planning
- Estate and gift tax minimization strategies
- Generation-skipping transfer (GST) tax planning
- Family limited partnerships and LLC structuring
- Coordination with estate attorneys and financial advisors
- Succession planning for closely held businesses
Family Office Operations
- Entity structuring and tax reporting
- Coordination with wealth advisors for comprehensive planning strategies
- Multi-generational tax filings
- Outsourced tax and accounting support
Our High Net-Worth + Family Office Experts
We bring dedication, responsiveness, and pragmatic results to every relationship.
Director
Jarrod advises high net worth individuals and family office clients on tax planning, entity structuring and beneficial tax positioning. He is a Certified Public Accountant with more than a decade of experience
