Private Client Advisory

High Net Worth Individual

Helping you keep more of your wealth

If you are wealthy, you and your family face a more complex financial and tax situation than most. You need CPAs on your team who can help you keep more of your wealth and sustain your lifestyle, especially during retirement.

KRS CPAs offers planning and tax services to high net-worth individuals and families, and to owners and executives of closely held businesses. They come to us for assistance with

  • Business succession planning
  • Family wealth planning
  • Estate, gift, trust and charitable consulting
  • Family office services
  • Individual income tax planning and compliance
  • And more.

We offer a proactive, multidisciplinary approach to assisting our high net worth clients, which combines budgeting, accounting and financial reporting, tax planning and preparation, inter-generational estate and gift planning, charitable donation planning, as well as bookkeeping and cash management.

At KRS CPAs, we work closely with you, your attorney, and financial planner to ensure your best interests are at the forefront. When we help you manage your fiscal affairs, you will discover that issues are addressed faster and resolved with less disruption to your personal life. As one client told us,

“I have KRS handling my personal accounting and my firm’s accounting. They take whatever time is needed to meet with me and drill down into my questions and address my needs. With KRS, you get better service, because personal attention is part of their creed.”

If you’re not working with accountants who are trusted advisors who help you keep more of your wealth, then maybe it’s time to give us a call for an initial complementary consultation.

Our services for High Net Worth Individuals and Families include:

  • Budgeting
  • Accounting & Financial Reporting
  • Bookkeeping & Cash Management
  • Tax Planning, Preparation & Compliance for Individuals, Closely Held & Family-Owned Businesses
  • Estate & Gift Planning
  • Charitable Donation Planning
  • Trust & Estate Planning & Administration

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