As your career progresses and your assets accumulate, some of you will reach a point where the complexities associated with managing your taxes and wealth require more specialized solutions. Not only can we provide fully-integrated tax and financial strategies that include bill payment and other support services; we’re also able to help you prepare future generations for the challenges and opportunities associated with inheriting considerable wealth through personalized financial education and counseling, structured family philanthropy (including foundation management and administration) and family governance.
We’ll even design a highly personalized family wealth plan to structure and guide the transfer and ongoing management of family assets using trusts and other strategies to minimize the impact of estate taxes and help ensure your wishes are met.
Beaird Harris offers the following services geared towards simplifying the financial lives of high net worth individuals:
Cash Flow Analysis
Income Tax Planning
Retirement Plan Issues
Tax & Accounting Services provided by Beaird Harris & Co., P.C.
Investment Management & Financial Planning Services provided by Beaird Harris Wealth Management, Inc.
We’ll help you get started and learn more about Beaird Harris.