High Net Worth Individuals

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High Net Worth Individuals

The firm of DiSabatino, CPA understands high net worth individuals.
high-net-worth

We know the importance of relationships in serving high net worth individuals and meeting their needs for financial controls, stability and simplicity. We have extensive experience providing business management and tax services to high net worth individuals, their families and family businesses. Our experience and reputation has been established through long-term relationships, building a high level of transparency and trust. Clients receive full reporting of our activities and the financial assets with which we are entrusted. The firm provides concierge-style services designed to deliver financial security to clients through the knowledge that the complex details are in the hands of their trusted advisers.

Specialized services offered to our high net worth individuals include:

  • Business management services
    • Interface with clients’ staff and personnel, and clients’ other professionals
  • Financial reports and bookkeeping services
    • Pay bills, prepare payroll, collect monies owed, and maintain all books and records
  • Charitable giving
  • Succession planning
  • Income tax planning and preparation
  • Estate planning
  • Analysis of business transactions
  • Insurance analysis and risk management
    • Place and monitor all insurance needs with reputable professionals
  • Litigation support consulting
  • Project and home construction disbursement management
  • Help establish key banking and financial relationships
  • Structure business acquisitions and assist in business negotiations
  • Assist in negotiating and closing large purchases and sales such as homes and automobiles

"We Are Committed To Provide The Service That High Net Worth Individuals Expect"
Michael DiSabatino, CPA
 

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Contact Us Today: 1-805-389-7300

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