If you’re a high net worth individual, you face financial issues most people will never encounter, and you’ll need a high net worth accountant to help you protect your wealth. Effective personal accounting services do not only help your wealth grow now, but they preserve your wealth to ensure that your hard work will be passed on according to your wishes. It’s time you had professional financial advice tailored for both growth and protection.
Protect what you’ve built with strategic tax advice that leaves more money for you and your endeavors. Your high net worth accountant will help you minimize your tax burden while maximizing your wealth’s earning potential.
Grow your wealth confidently. Our team uses solid data and a strategy that matches your financial goals and risk tolerance.
You may not be able to take it with you, but you can ensure your wealth will continue to provide for your family and interests long after you’ve passed. Succession planning provides for a smooth transition of assets when the time is right for you to pass on your leadership, while estate planning ensures your final wishes are carried out.
When your wealth is based around a variety of assets, there are a lot of moving parts. A high net worth accountant helps you make sense fo how your money is working for you and where it could work harder. From compliance issues to financial planning strategies, your accountant is there to give you and your family the clear understanding, security, and peace of mind necessary for your wealth to make an impact that will last generations.
Call Shahen Derderian & Associates today at 310-443-4152 to schedule an appointment to speak to your experienced high net worth accountant about the future of your wealth.