Bert Mills - Partner

bmills@moorecolson.com
770.989.0028
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Bob Kiser - Partner

bkiser@moorecolson.com
770.989.0028
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HIGH NET WORTH

High net worth individuals represent an important part of Moore Colson's clientele. From business owners, entrepreneurs and private-equity members, to corporate executives and family groups, many of our clients are high net worth individuals with varying financial, accounting and tax planning needs. Moore Colson's team of dedicated and experienced tax and financial planners is committed to providing the most effective short and long-term strategies available to assist our clients with their personal financial goals.

Moore Colson is sharply attuned to the financial well-being of our clients. By building close and trusting relationships to fully understand our clients' needs, and through proper planning, Moore Colson can help create financial security and preserve wealth for our high net worth clients. Our goal is to implement tax, financial and estate strategies that minimizes current income tax liabilities, achieves established financial benchmarks, and preserves family assets for future generations.

SERVICES

Tax Services

Moore Colson strives to effectively manage the income tax liabilities of our high net worth individual clients through:

• Individual income tax preparation and planning
• Income tax projections
• Estate and trust tax compliance services
• Succession planning
• Multi-entity tax planning strategies
• Executive compensation planning

Estate and Financial Strategies

Our goal is to assist in creating wealth and security, and minimizing estate tax liabilities, by providing the following services:

• Estate, financial and retirement planning
• Cash flow planning for significant life events (i.e., college, second home, etc.)
• Family limited partnership planning
• Insurance and life insurance trust planning
• Estate minimization through charitable trust planning
• Gifting strategies
• Generational estate planning

MOORE COLSON FIRM-WIDE SERVICES:

Tax, estate and financial strategies, real estate, audits, reviews, compilations, M&A consulting, transaction services, IT consulting, lender services, corporate accounting, and sarbanes-oxley consulting.

If you would like to request more information about how Moore Colson can help HIGH NET WORTH individuals, click on Bob Kiser or Bert Mills.
Moore Colson can point you in the right direction!