Accountants for Ultra High Net Worth Individuals in Salt Lake City
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Featured Accountants
YOLO Numbers
4 Client Reviews
"Great! They took some really messy books, cleaned them up, did much better tax planning than my former accountant.
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Bookkeeper360
2 Client Reviews
"I have found the overall service invaluable to the success of my business. Highly recommend the team at BK60."
Accountants
YOLO Numbers
4 Client Reviews
"Great! They took some really messy books, cleaned them up, did much better tax planning than my former accountant.
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
CPA on Fire - Concierge Tax Strategy & Advisory
4 Client Reviews
"My experience has been outstanding. They are organized, proactive, and genuinely invested in helping my business thrive. Their support has not only improved my financial systems but has also given me the freedom to focus on the areas of my work where I’m most needed. I feel informed, supported, and confident knowing they’re managing such an important part of my business."
Bookkeeper360
2 Client Reviews
"I have found the overall service invaluable to the success of my business. Highly recommend the team at BK60."
Kick
1 Client Reviews
"GREAT! Took me about 10 seconds to create the account
Another 30 seconds to connect my bank accounts
90 seconds to set up rules because I wanted segmented reporting
120 seconds to email support with a quick question. They responded immediately and helped out
So....all that to say, check em out if you want!"
Another 30 seconds to connect my bank accounts
90 seconds to set up rules because I wanted segmented reporting
120 seconds to email support with a quick question. They responded immediately and helped out
So....all that to say, check em out if you want!"
LaRuffa & Danylchuk, LLP
Small firm values with Big Four expertise
Tax GPS Group
We provide advanced tax strategy to high income earners.
Showing 1 - 6 of 6 results
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.
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.
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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