Family Wealth Services | Elliott Davis

Our Services

For more than 100 years, Elliott Davis has 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.

Business Succession Planning

Estate & Wealth Transfer

Facilitation of Family Wealth & Tax Planning Meetings

Income Tax Planning & Compliance

Philanthropic Planning & Compliance

Tax Controversy

Trust & Fiduciary Planning & Compliance

Our Team

Caroline C. Van Hook

Shareholder

Thomas Self

Shareholder

Joe Wall, Jr.

Principal

Jenna Dement

Senior Manager

Kate Trundle

Senior Manager

Janet Kouten

Senior Manager

Andy Covode

Principal

More Team Members

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Additional Resources

Article

Ways and Means Chairman Neal announces…

Sep 16th, 2021

On September 13, 2021, the House Ways and Means Committee Chairman Richard Neal released details of tax proposals currently being considered as part of the…

The Green Book: A Summary of the Biden…

Jun 08th, 2021

The Biden Administration’s “General Explanations of the Administration’s Fiscal Year 2022 Revenue Proposals,” also known as the Green Book, was released by the Treasury Department…

The Impact of the Georgia Senate Elections on…

Jan 25th, 2021

With the results of the two Georgia U.S. Senate runoff elections giving the Democratic Party a tiebreaking majority in the upper chamber, along with the…

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