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Our Experience With Individual and Fiduciary Tax

Wolf & Company services to high net worth individuals 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. We understand that we are a part of a team of advisors that support you and that you are looking for customized solutions to establish a strategy, evaluate your situation, and plan for the future.

Whether you’re a business owner, entrepreneur, executive, high net worth family, or an advisor to any of these, a customized, well-coordinated plan will set you on the right track to achieve your financial objectives.

Our Approach to Individual and Fiduciary Tax

Our professionals have years of experience servicing high net worth individuals and are proactive in seeking customized solutions to every engagement. We stay current on all the tax regulations, and are proactive in planning for the implications to each individual or family. We pride ourselves on our discrete, individualized, and long-term relationships with our clients.

Services Provided to High Net Worth Individuals and their Advisors

  • Family tax planning
  • Gift tax planning
  • Charitable gifting planning
  • Strategies to minimize income tax
  • Strategies to minimize estate tax
  • Retirement distribution planning
  • Trust & Estate tax planning
  • Stock-based and deferred compensation planning
  • Income, gift and fiduciary tax return compliance
  • Business succession planning
  • Cash flow planning
  • Multi-state tax planning
  • Cybersecurity and privacy reviews