Ultra-High Net Worth Planning
Protect and grow your family’s wealth for the future.
Ultra-high net worth (UHNW) individuals and families have unique needs. Their portfolios are complex, and as their wealth grows, so do the resources needed to manage them appropriately. Tailored financial solutions are crucial to helping UHNW individuals meet their most meaningful goals.
Why partner with RS&F?
For decades, the RS&F team has assisted UHNW individuals and families with developing accounting and tax strategies to preserve and grow their wealth effectively. We will collaborate with your investment advisor and legal counsel to provide trusted, objective advice so you can make the best financial decisions for your unique circumstances.
We help high-net-worth clients build their legacy.
We are dedicated to ensuring our clients have the means to pursue what is most important to them and their families. We will help you navigate the ever-changing tax and financial landscapes, optimally structuring your assets and liabilities to strengthen your family’s financial security now and for future generations.
Ultra-high net worth services
From family office administration to charitable foundation planning, we provide a range of services tailored to meet the needs of our UHNW clients. Areas of expertise include:
- Business and family succession planning
- Compensation planning
- Charitable giving and foundation planning
- Complex asset advisory
- Estate and gift planning
- Family office administration and advisory