Accountants for High Net Worth Individuals for Trust & Estate Planning
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Featured Accountants
OLarry
4 Client Reviews
"We started working with OLarry in 2024 for a handful of tax purposes We have been very happy with their ability to 1) optimize our taxes and find savings 2) provide constant communication 3) deliver filings on time and 4) help plan for our future"
Accountants
OLarry
4 Client Reviews
"We started working with OLarry in 2024 for a handful of tax purposes We have been very happy with their ability to 1) optimize our taxes and find savings 2) provide constant communication 3) deliver filings on time and 4) help plan for our future"
Conscious Accounting
1 Client Reviews
"Nicole and her team have been with us throughout our growing pains, always available to help us solve our unique challenges. They regularly keep us updated on changes, updates or new tax codes. They are always quick to respond to any of our questions and have not failed to give us great advice and guidance."
Tax Firm - Yap Financial
I help business owners and real estate investors save taxes and keep more of their earnings. Save more taxes, build wealth, and protect your assets!
Tax GPS Group
We provide advanced tax strategy to high income earners.
SAS Tax & Accounting
SAS Tax & Accounting is a friendly accounting firm providing bookkeeping, tax and advisory services, with a focus on clear communication, timely follow up and making financial topics easy to understand.
Showing 1 - 5 of 5 results
FrequentlyAsked Questions
How much money qualifies as high net worth?
A high-net-worth individual (HNWI) typically has at least $1 million in liquid financial assets. Ultra-high-net-worth individuals (UHNWIs) hold $30 million or more. Most tax planning and estate services for HNWIs begin around the $1M threshold.
What services do high-net-worth accountants provide?
In addition to tax preparation, HNW accountants specialize in proactive tax planning, estate and gift strategies, charitable trusts, investment analysis, and family office coordination.
How much does a high-end CPA cost for HNW services?
CPAs who serve high-net-worth clients often charge $300–$500/hour, or offer ongoing advisory retainers that range from $10,000 to $50,000+ annually depending on scope.
What’s the difference between a regular accountant and a high-net-worth specialist?
HNW specialists are equipped to handle complex investment portfolios, trusts, private foundations, and tax scenarios involving multiple states or countries. They also coordinate with estate attorneys, wealth managers, and private bankers.
How do I find the right accountant for my high net worth situation?
Look for someone with direct experience supporting clients at your asset level, especially those offering family office services, estate strategies, and multi-entity tax structuring. Start by reviewing professionals on Sam’s List.
What Does a High Net Worth Accountant Actually Do?
High-net-worth accounting is not just about compliance—it’s proactive, strategic, and deeply personalized. These professionals bring expertise in the following areas:
Advanced Tax Planning & Minimization
Use trusts, tax-loss harvesting, entity structuring, and charitable deductions to reduce exposure on investment, real estate, and business income.
Estate & Gift Tax Strategies
Collaborate with attorneys to preserve wealth, pass assets efficiently, and avoid estate tax penalties using trusts, gifting plans, and charitable foundations.
Family Office Services
Manage every aspect of wealth, from bill pay and investment oversight to multi-generational planning, reporting, and legacy coordination.
Charitable Giving & Philanthropy
Create structured donation strategies that align with personal values while optimizing tax advantages.
Global Income & Cross-Border Taxation
HNWIs with international ties need accountants who understand foreign asset reporting, FBAR, FATCA, and dual residency tax implications.
Advanced Tax Planning & Minimization
Use trusts, tax-loss harvesting, entity structuring, and charitable deductions to reduce exposure on investment, real estate, and business income.
Estate & Gift Tax Strategies
Collaborate with attorneys to preserve wealth, pass assets efficiently, and avoid estate tax penalties using trusts, gifting plans, and charitable foundations.
Family Office Services
Manage every aspect of wealth, from bill pay and investment oversight to multi-generational planning, reporting, and legacy coordination.
Charitable Giving & Philanthropy
Create structured donation strategies that align with personal values while optimizing tax advantages.
Global Income & Cross-Border Taxation
HNWIs with international ties need accountants who understand foreign asset reporting, FBAR, FATCA, and dual residency tax implications.
Not sure who’s right for you as a high net worth individual? Answer a few quick questions, and we’ll introduce you to someone who fits.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
