
Donahue Fitzgerald Law Firm
growth, expansion, and succession planning. With one of the most experienced and specialized estates and trusts practices in the Bay Area, we help business owners and high-net-worth individuals preserve

Law Offices of John F Lang
. Lang offers New York Metro legal representation in estate litigation, trust litigation. Services: Probate litigation, Surrogate's. We troubleshoot problems for businesses, professionals, executives, and high net-worth individuals through strategic counseling. Assistance with negotiations, supervision

Jia Law Group
and cost effective manner. Client: Banking institutions, real estate development companies; Hospitality groups, hedge funds, private equity, startups, biotech companies, hotel groups; Individual investors and high net worth individuals; Family businesses, as well as established regional

Fried Frank Harris An Independent Law Firm
brokers, dealers. Hedge funds, family offices, high-net-worth individuals and institutional investors. The firmin: Bankruptcy, financial services, insurance, real estate and antitrust litigation cases. It arbitration, white-collar criminal defense and estate planning. Fried, Frank, Harris, Shriver & Jacobson maintains

Thomas E Weisenfels - Wealth Management Advisor at Merrill Lynch
Advisors". His 29 year career focuses on detailed planning, retirement issues, wealth and portfolio management, and total, they will find unmatched service and response times. High net worth clients enjoy a comprehensive approach to their financial

Empirical Wealth Management
providing financial guidance to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is decision within the context of your overall financial plan. This strategy is simple, yet profound: the the most effective, unbiased investment and financial planning advice available.

BPM
emerging and mid-cap businesses as well as high net worth individuals for over 30 years. As a full, software, hardware, Internet/online media), life sciences, real estate, financial services, nonprofit, and more.

5NBC
boutique consultancy firm that specializes in crafting financial plans for businesses, ranging from idea validation to established chain management, distribution, and business planning. In addition to these services, we offer high net worth individual services. If you

Cruzan & Associates
commercial real estate investments. Services include SEP & 401K plans, mutual funds, ETFs, index funds, IRAs, triple net investment properties, 1031 tax-free exchanges, high net-worth investing

Lisa C Silva, CPA/PFS - Tax Pros
accounting firm specializing in tax planning and compliance for small businesses, their owners, high net worth individuals, and stock options

Lee Financial
advisory firm serving high net worth individuals and families across the United States. Our services include financial planning, investment management, and human capital development. We strive to provide our clients with high-quality

Spatola & Company CPA
save money through tax reduction, tax planning, and compliance services for corporations, partnerships, , and high-net-worth individuals with their personal financial planning, 401(k)s, IRAs, and estate planning. Our management services, including tax preparation, retirement planning, and more. Our mission is to

San Diego Pension Consultants
a leading independent distributor of financial services to high net worth individuals and companies. It has a national distribution, corporate and executive benefits, and fee-based financial planning. The company is publicly traded since 2003 and

CSuite Investment
, we offer tailored financial planning services for tech startup employees, executives, founders and high-net-worth individuals. Our services cover SEC 10b5-1 filings, concentrated stock hedging, insurance, private equity and estate planning

Wescap Management Group
firm that provides financial planning and investment management services to a variety of high-net-worth individuals and families. The

Financial Foresight Group
with high net worth clients to provide tailored investment strategies that meet their unique needs. We specialize in financial planning, business financial planning

Ryan M Levy
in law, veterinary and dental practices, real estate taxation and high-net worth individual tax consulting. Through consistent evaluation and

Homrich Berg
financial planning services since 1989. As the leader of the financial team, the firm works with high-net-worth individuals, clients can expect top-notch service from a highly experienced team that seeks to provide expert financial

Godwin & Associates, CPA's
services. Their offerings include tax planning and preparation for small businesses, high net worth individuals, estate planning, and IRS representation. They also

Hoover Financial Advisors, Inc
wealth management firm focused on helping affluent and high net worth individuals, families, and business owners reach their long best advice possible. With our expertise in financial planning and investment management, we are confident that we