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!