High Net Worth Individuals

Simplifying taxation for individuals & families.

High net worth individual services

Your Legacy in Focus

For you, tax is personal. No matter your circumstances or unique goals, you need the right guidance to navigate the tax code maze while planning ahead to minimize your tax liability today and tomorrow.

Bennett Thrasher provides each of our high net worth clients with the right plan for their circumstances and goals while taking every opportunity to minimize their taxes. Our high net worth tax planning experience and insight deliver security and peace of mind, creating the best results for our clients now and for years to come.

Meet Our Net Worth Tax Planning & Consulting Experts

Bennett Thrasher believes in serving our clients by building trust through insight and involvement.

If you’re looking for a solution to manage your individual tax planning and compliance needs, we can help. Contact Jonathan Swartz or Michael Thrasher to schedule a consultation.

Consulting

Significant wealth creates complexity. Our high net worth consulting services are flexible and scalable to the needs of every individual and family we work with and include:

  • Developing income, financial, estate, gift and trust tax plans
  • Advising on succession planning for closely-held businesses
  • Advising on personalized giving plans to achieve educational and charitable goals
  • Developing family office governance and risk management policies
  • Developing a financial reporting structure
  • Assisting with banking relationships

We take an integrated, holistic approach towards tax planning for high net worth individuals. This helps you manage, preserve and transition your wealth. Our proactive and collaborative approach means that you can sleep soundly knowing that we have you covered.

Compliance

Bennett Thrasher simplifies tax compliance so you can focus on what you do best. Our professionals have spent decades serving individuals and families with complex tax issues and structures. Whatever your situation, we can provide a full range of tax compliance services, including:

  • Preparing complex individual federal and state income tax returns
  • Preparing estate tax (Form 706) and gift tax (Form 709) returns
  • Providing tax projections to help you manage cash flow and identify planning opportunities
  • Analyzing the tax efficiency of investments and insurance products
  • Identifying and assisting with federal and state tax credits and incentives
  • Representing clients before the IRS and state agencies and managing tax examinations

Our professionals review each client’s needs frequently to ensure that we are addressing every potential angle to mitigate their tax liability while staying in compliance with all federal, state and local regulations.

Trusted by Many

“The transfer pricing audit ended after the German tax authorities reviewed our Local File. It might have been the best money I have ever spent.” – Feedback from Finance Director of Irish Multinational in Healthcare Industry following a transfer pricing audit in Germany
“Ben and his staff have been fantastic. They have been very professional and extremely patient as we navigate through our transaction and the planning process.”

CFO of U.S.-based subsidiary of a Swiss Multinational in the Technology Industry

“We are incredibly grateful for the partnership, support and collaboration of you and your team…Your professionalism and collaboration truly made the difference for the Company, our teams and our leaders.”

Chief Compliance Officer for a Statewide Health Care Organization

“As always, we very much appreciate your hard work and the hard work of the entire BT team.”

SVP & Chief Compliance Officer of a Global Distribution Company

“In the past, I have used two of the top four national accounting firms for advice. I have found Jeff Call’s firm Bennett Thrasher, the most responsive, always available and very, very helpful. Once I’m not around, I’m certain my state trustee will continue to rely on Jeff’s firm.”

Guy Millner, Chairman Assurance, America, Corporation, Atlanta

“Bennett Thrasher provided exceptional second mile audit services for Trilith Studios. Their team was thorough, knowledgeable, demonstrated a high level of attention to detail and provided clear communication throughout the entire process. We highly appreciated their collaboration and the professional service they provided throughout the entire audit process.”

Ginny Hernandez, Trilith Studios

“Just when you have self-assessed your company to possibly be the worst client ever, the Staff at Bennett Thrasher make you feel like you are their most important and beloved client. That ability is an attribute you don’t see in many accounting firms.”

Dennis W. Jackson, EVP-Finance, M3, LLC

45+ years of tax, audit & advisory solutions

Contact our team