High Net Worth Wealth Management
Managing wealth for high net worth individuals is not a one-size-fits-all solution. Mitigating risk, managing assets, and monitoring ever-changing tax regulations require the skills of a professional to coordinate a financial plan that's on point with your personal goals. At Gatlin Rago CPA Group, we spend the time to develop a thorough understanding of your personal financial objectives so we can offer wealth management solutions that are right for you. We analyze your assets, sources income, investment options, and consider various alternatives for retirement planning in order to maximize the value of your estate.
Contact us and we'll start planning a strategy to stay in control of your money, get the highest possible value out of your accumulated wealth, and feel confident about your financial future. Call 708-487-1501 now or request your consultation to get started.
Wealth management services include:
- Estate and income tax planning and compliance
- Preparation of all tax returns – individual, gift, estate, trust
- Analysis of your current and future tax situation
- Personal financial planning
- Ongoing tax planning for estate, trust and beneficiaries
- Cash flow reports and budgets
- Account reconciliation with banks, investment brokers, etc.
- Investment tracking for tax purposes and capital gains/losses
- Retirement planning
- Succession planning
- Philanthropic planning
- Education planning
- Purchases, sales and structuring
- Insurance needs analysis
- Legacy planning and elder care planning