Accountants for Ultra High Net Worth Individuals
Ultra-high-net-worth individuals (UHNWIs) face complex financial challenges—from global tax planning and charitable giving to managing family offices and legacy wealth. This page highlights accountants who specialize in helping UHNW clients with $30M+ in assets navigate sophisticated tax strategies, estate and trust planning, cross-border investments, and multi-generational financial planning. If your financial life includes private equity, complex business structures, or international holdings, these firms are equipped to support your long-term goals.
Need to outsource something else? Search for proactivefinancial advisorsandfractional CFOson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Need to outsource something else? Search for proactivefinancial advisorsandfractional CFOson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
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What Does an Accountant for Ultra-High-Net-Worth Clients Actually Do?
Accountants who work with ultra-high-net-worth individuals go beyond tax prep. They specialize in:
Global Tax Minimization: Structuring income, trusts, and foundations to reduce tax exposure across multiple countries.
Legacy & Estate Strategy: Designing complex trusts, GRATs, FLPs, and dynasty planning tools to protect wealth across generations.
Alternative Investment Support: Managing tax and compliance for hedge funds, venture capital, and private companies.
Equity Compensation & 409A Valuation: Advising on stock grants, carried interest, and advanced equity planning.
International Asset Reporting: FBAR, PFIC, and FATCA compliance for global holdings and foreign accounts.
Family Office Integration: Working as part of your advisory team to handle reporting, bill pay, charitable foundations, and long-term strategy.
Global Tax Minimization: Structuring income, trusts, and foundations to reduce tax exposure across multiple countries.
Legacy & Estate Strategy: Designing complex trusts, GRATs, FLPs, and dynasty planning tools to protect wealth across generations.
Alternative Investment Support: Managing tax and compliance for hedge funds, venture capital, and private companies.
Equity Compensation & 409A Valuation: Advising on stock grants, carried interest, and advanced equity planning.
International Asset Reporting: FBAR, PFIC, and FATCA compliance for global holdings and foreign accounts.
Family Office Integration: Working as part of your advisory team to handle reporting, bill pay, charitable foundations, and long-term strategy.
FrequentlyAsked Questions
What qualifies as ultra-high-net-worth?
Most define it as having at least $30 million in investable assets, though some firms set the bar higher. UHNW individuals often own businesses, global real estate, and alternative investments.
Why should UHNWIs work with specialized accountants?
Standard accounting isn’t built for $30M+ clients. You need experts in advanced tax structuring, estate planning, international compliance, and family office strategy.
What services do UHNW accountants provide beyond taxes?
They manage trusts and private foundations, structure generational wealth transfers, provide consolidated global reporting, and help coordinate teams of lawyers, wealth managers, and bankers.
How much do ultra-high-net-worth accounting services cost?
Expect annual retainers ranging from $25,000 to over $100,000. Pricing depends on your asset complexity, entities involved, and whether services include family office or advisory support.
Not sure who’s right for you as an ultra high net worth individual? Answer a few quick questions, and we’ll introduce you to someone who fits.
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