Delivering on the Promise of providing comprehensive estate, financial and tax advisory services to high-net-worth individuals.

We recognize that high-net-worth individuals often have complex financial requirements. It would be ideal if you could hire a financial services partner to oversee your estate and trust planning, wealth management and income tax needs. Yet it’s challenging to find a single resource with the ability to expertly manage all of these disciplines.

That’s why we developed a family office solution with a unique service approach.Our Estate & Family Wealth Advisory Services professionals draw on the expertise of our income tax services and wealth management groups as we take the lead on executing your complex day-to-day financial tasks.

Estate & Trust Planning

  • Estate & Trust Design
  • Estate & Gift Tax Planning
  • Estate & Gift Tax Compliance
  • Support Services for Estate & Trust Administration

Income Tax Services

  • Individual, Estate, & Trust Income Tax Compliance
  • Family Entity Tax Compliance
  • Quarterly Income Tax Projections
  • Strategic Tax Planning

Wealth Management

  • Net Worth Preparation & Tracking
  • Asset Allocation Design
  • Investment Performance Monitoring
  • Investment Manager Selection
  • Asset Management
  • Cash Planning
  • College Funding Planning
  • Retirement Planning
  • Life Insurance Planning
  • Stock Option Planning for Executives
  • Philanthropic Planning

Questions? Contact Scott J. Swain:

Scott J. Swain, CPA / CFA / CFP