RubinBrown Wealth Advisors offer high net worth individuals, families, and their businesses sophisticated, integrated, and confidential tax and wealth advisory solutions.
Effective tax planning for high net-worth individuals requires both technical resources and in-depth knowledge of each client’s unique financial situation. It is not a once-a-year activity. Strategies are maintained and reassessed, with consistent monitoring of changing financial positions and evolving tax regulations.
You’ll receive proactive counsel to help you avoid missteps, reduce your tax liability, and achieve your immediate and future financial goals.
RubinBrown Wealth Advisors will help you by:
- Reducing income tax
- Preserving your net worth
- Managing the wealth you’ve accumulated
- Interpreting ever-changing tax laws and regulations
- Tax hikes for high-income earners
- Capital gains tax rates
- Transferring wealth to heirs
- Giving to charities
- Selling or passing on your business
We work with you and your family to understand your goals and make strategic decisions about your future.