Private Wealth

It’s been said, “It’s not how much you make. It’s how much you keep.” That’s how many high net-worth (HNW) individuals amassed their fortunes – through hard work, smart business strategies and having a savvy tax partner at their side.

AbitOs works with HNW clients, on both their personal and business taxable interests, to stay atop their finances and abreast of the tax considerations.

We advise high net worth individuals, closely held businesses, Partnerships, C Corporations and S Corporations in such areas as federal and state taxation, as well as estate and gift planning and taxation, business counsel and international tax planning.

AbitOs strategy is unique to each client. We take a holistic approach to understand the client’s unique needs, background, family dynamics and the presence of any generational wealth and whether the family, for example, will assume the estate upon the patriarch’s or matriarch’s passing.