High Net Worth Individuals
High net worth individuals and families require a level of commitment and knowledge that many firms are just simply unable to provide. As a boutique firm that caters to your specific needs, Perlson LLP’s deep rooted experience will prove that we have the trust, insight and management strategies to handle your unique situation. Our firm is known for our exceptional guidance in the areas of complex taxation, asset protection, financial and estate planning.
Our services include:
- Tax return planning and compliance
- Comprehensive financial planning
- Coordination of tax strategies with investment advisors and legal counsel
- Payroll compliance for domestic employees
- Trust and estate planning
- Philanthropic planning
- Family office services
- Coordination with our affiliate JP Wealth Management Inc.
Perlson LLP was with our technology company as our CPAs and trusted advisors from the inception through the successful sale of the company to a private equity firm. They soundly guided us through the maze of accounting and tax issues that were specific to software companies. The former ownership team continues to work closely with the firm as our accountants for individual tax returns, vast business interests and with JP Wealth Management as our comprehensive financial advisors and wealth managers.
- Anthony Bakker, former CEO, Blackbaud®