High Net Worth

Tax Prep That's Right on the Money!

Let’s build a tax plan that works for your wealth—not against it.

How We Help High-Net-Worth Clients

We Understand the Complexity that high-net-worth individuals and families face, and that it demands more than routine tax preparation. Multiple income sources, investment portfolios, trust structures, and estate considerations all require careful coordination—not just to stay compliant but to maximize opportunities.

At HGN, we work with clients who understand that tax strategy is a year-round endeavor, not a once-a-year obligation. Our goal is to help you preserve wealth, manage tax exposure, and create a financial structure that serves both your present and future needs.

Our Areas of Focus

Investment Portfolio Tax Optimization – Managing capital gains, tax-loss harvesting, and tax-efficient investing.
Trust & Estate Tax Planning – Structuring trusts and estate plans to minimize tax burdens and ensure smooth wealth transitions.
Multi-State & International Tax Considerations – Addressing tax obligations across jurisdictions.
Business & Executive Compensation Planning – Coordinating tax strategies for stock options, carried interest, and performance-based income.
Proactive Tax Planning – Regular strategy sessions to adapt to new tax laws and optimize your financial position.

Why HGN?

Hard Work

We approach every engagement with diligence and precision. You deserve a tax team that doesn’t just check the boxes but actively works to uncover opportunities and mitigate risks.

Honest Words

Sophisticated tax planning shouldn’t be convoluted. We take complex tax laws and distill them into actionable strategies that align with your goals. You’ll always have clear insights into how tax policy affects your wealth and what steps you should take.

Know-How and Technical Expertise

Managing wealth requires more than just an understanding of tax law—it requires the ability to apply that knowledge strategically. Our expertise extends beyond the tax code itself; we integrate financial, estate, and business planning considerations to build a holistic tax strategy that serves your long-term interests.

If your tax planning isn't as sophisticated as your financial strategy, it’s time for a change. Let’s build a tax plan that works for your wealth—not against it.

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