make the boom in tax services work for you.
by anthony glomski and russ alan prince
your $5-million high-net-worth practice
tax planning is in very high demand by the wealthy, growing exponentially in importance as you move up the wealth hierarchy.
more: smaller firms can excel as family office practices | trendwatch: new revenues in financial stress testing | become a thought leader | working with the super-rich and single-family offices | the family office model | the new way to get the best clients
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for a large percentage of the super-rich (net worth of $500 million or more) with various private company interests, astute tax planning is the most valuable expertise – far exceeding other services such as investment management.
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