High Net Worth & Virtual Family Office Services

ProTaxTeam

High Net Worth & Virtual Family Office Services

Group 70

Equity compensation planning

Group 70

Retirement planning including alternative strategies

Group 70

Estate and trust planning

Group 70

Business succession planning

Group 70

Advanced and charitable giving strategies, including permanent tax avoidance for high-net-worth business owners

services

Other services

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Business
Taxes

Business Consulting, Business Tax Preparation and Consultation, Business Plan Reports...

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Personal
Taxes

Income Tax Filling,
Personal Financial Statements, Financial Planning...

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Fully outsourced accounting service

Dedicated controller and team, Monthly reconciliations, Revenue recognition...

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Expertise & CFO-level features

Board reports + presentations, Cash flow projections, Financial projections + models...

Rectangle 23

High net worth & virtual family office services

Equity compensation planning,
Retirement planning including alternative strategies...

services

Other services

Rectangle 23

Fully outsourced accounting service

Dedicated controller and team, Monthly reconciliations, Revenue recognition...

Rectangle 19

Business
Taxes

Business Consulting, Business Tax Preparation and Consultation, Business Plan Reports...

Rectangle 21

Personal
Taxes

Income Tax Filling,
Personal Financial Statements, Financial Planning...

Rectangle 21

Expertise & CFO-level features

Board reports + presentations, Cash flow projections, Financial projections + models...

Rectangle 23

High net worth & virtual family office services

Equity compensation planning,
Retirement planning including alternative strategies...

ProTaxTeam

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