High Net Worth Individuals

Our professionals have years of experience servicing high net worth individuals and are proactive in seeking customized solutions to every engagement.

Our services to high net worth individual and family office clients are focused on minimizing the income tax cost of implementing financial strategies and maximizing the transfer of wealth to future generations through estate, gift and trust tax planning. Our professionals have years of experience servicing high net worth individuals and are proactive in seeking customized solutions to every engagement. In addition, our membership in both a national and international affiliation

PKF North American Network

PKF International

PKF North American Network is an association of legally independently accounting and consulting practices with offices throughout North America.

PKF International is an association of legally independent accounting and consulting practices located in 119 countries.

Member ship in these associations is restricted and is governed by restrictive quality control standards.

As a member of these associations, Wolf has global access to the resources and expertise available to international firms, while our clients retain the benefits associated with local ownership and direct access to decision makers.

of CPA Firms gives us access to a depth of resources on par with much larger firms while allowing us to maintain a discrete, one-on-one relationship, satisfying the many clients who put their futures in our hands.

High net worth individuals and family offices seek our expertise, because we stay current on all the tax regulations and are proactive in planning for the implications to each individual or family. Our customized solutions cover a full range of services that may include:

Family tax planning
Gift tax planning
Charitable gifting planning
Strategies to minimize income tax
Strategies to minimize estate tax
Retirement distribution planning

Trust tax planning
Stock option planning
Income, gift and fiduciary tax return compliance
Business succession planning
Cash flow planning

For more information on how you can benefit from the experience of our Wolf professionals, contact Carol E. Tully, CPA, JD, AEP, Member of the Firm, at 617-428-5450 or via email at ctully@wolfandco.com.

Industries (Arrow)

Financial Institutions (Arrow)

Government Contractors (Arrow)

High Net Worth Individuals (Arrow)

Investment Managers & Investment Funds (Arrow)

Manufacturing, Distribution & Retail (Arrow)

Non-Profit Organizations (Arrow)

Pension Plans (Arrow)

Service Businesses (Arrow)

Technology

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