Ultra High Net Worth Solutions

To preserve, grow and transfer your private capital securely and effectively, you should make informed decisions on tax. Yet navigating complex tax regulations at each level — federal, state and local, and cross-border — can be daunting. We can advise you on specific tax aspects, including direct investment strategies, legal entity structuring and ownership structuring, luxury asset management, transfer pricing, regulatory compliance and state and local tax matters.

For business-owning families and family offices, preserving, growing and transferring wealth is a top priority — often spanning direct investments, deal-making, philanthropy and trust and estate planning. To support you, we can advise on areas including wealth transfer strategies, corporate development, sell-side and buy-side due diligence, succession planning, values-aligned investing, compliance and more.

As wealth grows more complex, family offices are evolving — operating with the same professionalism and data-driven decision-making as leading businesses. From investment strategy and financial planning to operations and talent, timely insights are key. Whether you’re building a new family office, enhancing an existing one or managing shareholder services within your family enterprise, we help structure your office and related functions — like outsourced accounting and consolidated reporting — so you can meet your family’s personal and financial goals in a tax-effective way.

Running a family office comes with real challenges — from limited resources to complex processes and competing for top talent. The right technology can make all the difference. We help you streamline and scale by assessing your current state, designing a tailored tech strategy to the implementation of proven systems.

Strong governance is essential to navigating the complexity of family enterprises and wealth structures. We help you with implementation and sustaining the oversight you need — drawing on deep experience to build effective governance models, conduct independent audits and create tailored policies that manage risk, help maintain compliance and support operational excellence.

From cyber threats and privacy concerns to operational and market risks, today’s risk landscape is more complex than ever for wealthy individuals and family offices. A clear, proactive approach to identifying and managing risk is essential. We help you stay ahead with strong cybersecurity, enhanced privacy safeguards and tailored digital solutions to respond with agility and manage emerging risks before they escalate.