"The gratification of wealth is not found in mere possession or in lavish expenditure, but in its wise application."
- Miguel De Cervantes
Family Office Services
SS&H is advisor to many high net worth family investment offices and individuals possessing significant wealth who require customized services to serve their myriad financial needs. Our professionals work closely with clients to understand their specific needs and objectives then ensure that those are fulfilled through strategic tax planning for compensation, stock options and retirement funding opportunities as well as estate and gift planning for families looking to efficiently pass along their wealth.
Most of these relationships involve next-generation and multi-family dynamics, which our partners and managers handle with great care and finesse. Further, most of our clients are entrepreneurs - starting, building and then selling several companies over the course of their careers - and require a multitude of business consulting and tax advisory resources, which we provide with seamless and expert advice.
All of our clients require support in determining how to best transfer their wealth to future generations. Our professionals, including Certified Specialists in Estate Planning and CERTIFIED FINANCIAL PLANNERS™ keep up to date on the latest tax law changes to ensure that we are offering the most comprehensive guidance for maximum wealth transfer and minimum transfer taxation. Our plans are customized to each family, keeping in mind that it's not just a business that clients are transferring, but also a legacy.