Family Office and High Net Worth Individuals

JTS Associates CPAs has advised and guided high net worth families since the practice’s inception. Working with your other professional advisors we serve as your back-office aiding in the preservation of family wealth. We offer solutions and strategies tailored to your needs and your complex personal and professional finances. Our high net worth and family office professionals provide timely and reliable support that give you confidence over your financial affairs.

Our courteous and professional staff have expertise in the following areas:

Bill paying and bookkeeping services
College fund planning
Comprehensive tax planning
Debt management
Estate and gift tax planning
Family and closely held business planning
Financial reporting
Household employee reporting and compliance
International taxation
Investment strategies and planning
Life insurance and long-term care planning
Matrimonial planning
Retirement planning