High Net Worth

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Start building the foundation for your family's legacy.

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For more than 100 years, we have been serving high-net-worth individuals, families, and their businesses. If you are growing or selling your business, considering how to efficiently pass on your wealth to future generations and charities, or securing the legacy of your family, we can help. Our team has significant experience and integrated service capabilities to educate you and give you confidence in the decisions you make. Our goal is to leverage our expertise and experience to advise you and your family for generations to come.

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our customers

We draw on service and industry specialists across all of Elliott Davis to fully address the unique needs of our customers — no matter what their goals or situations look like.

Family Offices
High-Net-Worth Individuals
High-Net-Worth Families
High-Net-Worth Families with an Operating Business
Closely Held Business

solution overview

Ensuring Business Continuity and Growth

Maximizing the transition of generational wealth with tailored succession and exit strategies for family-owned businesses.

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Legacy Planning & Wealth Empowerment

Guidance on using trusts and estates to transfer generational wealth, honor family intentions, and stay compliant with legal and tax requirements.

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Facilitation of Family Wealth & Tax Planning Meetings

Guiding family discussions to align financial goals and tax strategies, and providing supporting education and resources, as necessary.

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Optimizing Income Tax Strategies for Greater Financial Efficiency
  • Estate and Gift Valuation
  • Charitable Deductions
  • Corporate Restructurings
  • Subchapter S Elections
  • Carried Interest Valuations
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Maximizing Impact through Strategic Philanthropic Planning

Developing tax-efficient charitable giving strategies aligned with family goals and values.

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Navigating Complex Tax Matters with Confidence

Strategic insight on income reporting and tax positioning to enhance efficiency, reduce risk, and uphold legal and regulatory standards.

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Enhancing Wealth Stewardship Through Trust and Fiduciary Planning

Development of fiduciary structures that safeguard assets, promote disciplined growth, and provide clear oversight for individuals and families.

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Every industry has its own nuances. We take that into consideration and approach business solutions with the specific lens required of your field. Our teams are comprised of talent with relevant experience and we’re prepared to meet every challenge.

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Accounting Advisory

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Business Valuation Consulting

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Sustainability & ESG

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Attestation & Other Engagements

Audits, Reviews, & Compilations

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When running a business, a variety of challenges and opportunities present themselves. Our breadth of services span every category. Based on your business goals, we’ll find the right solutions to meet the moment.

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