• Alan H. Goldberg & Company

    New York,NY Financial Services
    : Large enterprises, privately owned companies and high net worth individuals face near- and far-term accounting of experience, Alan provides tax consulting and compliance services to high net worth individuals and families, and entrepreneurial other financially-related services required by high net worth individuals.
  • Custom Accounting CPA

    Brooklyn,NY Financial Services
    we're highly educated in proactive tax planning techniques for small business owners, entrepreneurs, and high net worth individuals. Custom Accounting Inc specializes in business taxes,
  • Fried Frank Harris An Independent Law Firm

    Washington,DC Legal Advice
    equity firms, brokers, dealers. Hedge funds, family offices, high-net-worth individuals and institutional investors. The firm s commercial and, international arbitration, white-collar criminal defense and estate planning. Fried, Frank, Harris, Shriver & Jacobson maintains a branch
  • A. Stengel, Abselet & Company

    Los Angeles,CA Financial Services
    For more than three decades, A. Stengel, Abselet & Company has provided accounting, tax, financial advisory, and business management services to privately held companies, high net worth individuals, service firms, real estate entities and business leaders in legal, medical, dental and real estate industries.
  • CSuite Investment

    San Francisco,CA Financial ServicesCompany OpeningCommercial Insurance
    , 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
  • NFP Corp

    New York,NY Commercial Insurance
    a leading independent distributor of financial services to high net worth individuals and growing entrepreneurial companies. NFP operates a national, corporate and executive benefits and fee-based financial planning. A publicly traded company since 2003, NFP continues
  • Winston Les Insurance Agency Insurance & Financial Services

    Miami,FL Commercial Insurance
    a leading independent distributor of financial services to high net worth individuals. NFP operates a national distribution network of more of business, which include life insurance and estate planning. Insurance & Financial Services maintains a location in North
  • Weber Moses & Co Law Firm

    New York,NY Legal Advice
    & Co is a small tax and accounting firm representing a diverse list of high income high net worth individuals as well as
  • Goldman Family Law & Divorce Attorneys

    Broomfield,CO Legal Advice
    is the perfect law firm for individuals in search of experienced Broomfield divorce or law issues, such as: divorce, military divorce, high net-worth divorce, child custody, child support, annulments, divisionrestraining orders, domestic violence allegations, and IRS tax relief. No matter the issue, our attorneys
  • Seren Wealth Advisors

    Houston,TX Financial ServicesCompany OpeningCommercial Insurance
    becoming debt free, maximizing net worth, developing retirement plans, minimizing expenses, and implementing tax minimization strategies. Our of experience in the field of financial planning and pride ourselves on providing quality to provide personalized advice that meets each individual's unique needs. We also offer
  • Orion Capital Management

    Coronado,CA Financial ServicesCompany Opening
    , providing customized investment management and comprehensive financial planning services for affluent individuals. Our minimum investment requirement is $500 comprehensive support to successful business owners, professionals, and high-net worth investors, tailoring each portfolio to their unique needs
  • Gross, Mendelsohn & Associates

    Baltimore,MD Financial Services
    , government contractors, and high net worth families. This practice offers an extensive range of services including accounting, tax planning, litigation support
  • Gold Path Investment Group

    Chula Vista,CA Financial ServicesCompany Opening
    firm that provides wealth management and financial planning services for individuals with high net worth. Our mission is to help clients portfolio management, asset allocation, retirement planning, education planning, cash flow planning, risk management, and estate planning services. Additionally, our data
  • Monarch Solutions - Loves Park helping very high net worth and ultra-affluent individuals

    Loves Park,IL Commercial Insurance
    them. Our firm specializes in helping very high net worth and ultra-affluent individuals, families and business owners. We also to find ways to set aside additional pre-tax dollars and develop strategies. Since our solutions and
  • James M Cha, CPA & Corporation

    Los Angeles,CA Financial Services
    passed Peer Quality Review Program - * High Net-Worth Client Solutions * Franchise Business Specialized * Tax Planning and Tax Preparation, including Multi-state * Accounting
  • Nancy K. Phillips, PC

    Dallas,TX Financial Services
    public accounting firm that provides specialized services to high net worth family groups and small business owners. We want laws, accounting software training, estate and trust tax work, and financial planning. Our well-trained professionals are experienced in
  • WP Advisors

    San Francisco,CA Company OpeningFinancial Services
    services to high net worth clients since 1999. Our clients include successful professionals, corporate executives, business owners, entrepreneurs, individuals and achieved when strategic investment management and comprehensive financial planning come together. We have no conflicts of interest
  • RL Paler Investment Advisors

    Culver City,CA Company OpeningFinancial Services
    providing the best possible wealth management solutions for high-net-worth families. We understand the importance of avoiding any range of services, including individual and trust accounts, individual retirement planning, corporate accounts, corporate retirement plans, and foundations. We go
  • Jeffrey Larson

    St. Louis,MO Financial ServicesCompany Opening
    provide financial advisor guidance to physicians, high-net-worth individuals and families, helping them acquire financial of services, including financial planning, asset management, retirement planning, estate planning and much more. Jeffrey advice and solutions tailored to each individual or family's needs. They are
  • Duvall Law Firm

    Annapolis,MD Legal Advice
    and has a mission to help individuals and businesses plan for their future. The firm various fields of Estate Planning and Business Law, such as Estate Planning, High Net Worth Planning, Estate Administration & Probate, Assetensure that each client understands their estate planning options. The firm works to ensure