High Net Worth Services
High net worth individuals have unique needs that require the advanced training of experienced tax professionals. The tax specialists at Offit and Roth are dedicated to helping you effectively manage your wealth; both for now and for future generations.
We understand that you need a trusted advisor and partner when it comes to your wealth, and work collaboratively with attorneys and financial advisors to assess your current situation, get involved with trust management, real estate decisions and set specific goals for the future of your business and personal investments. Our team will also meet with future generations to gain a true understanding of your current situation and where you need to be for the long term.
Our services include ensuring your business and investment structures are properly set up as well as tax and trust preparation.
Our staff is expertly trained to make sure we provide you with a sound investment structure that will help you reach your goals. We keep abreast of the constantly changing tax laws and reporting requirements to be sure your investments are always compliant. We provide each client with personalized service and act as a trusted advisor for your unique financial situation.