Locations
Palm Beach Office
251 Royal Palm Way, Palm Beach, FL 33480
Palm Beach
Opened in 2019 to serve clients establishing Florida residency.
- Mon – Fri
- 9:00 AM – 5:00 PM
Serving
Palm Beach · Jupiter · Boca Raton · Naples
Services
Services available in Palm Beach
Private Client Tax
Bespoke tax planning and compliance for executives, entrepreneurs and multi-generational families.
Trust & Estate
Fiduciary accounting, trust and estate returns, and the coordination that keeps a family's plan intact.
Wealth & Investment Tax Strategy
Tax-aware strategy across investments, real estate and business interests — designed with your advisors.
Family Office Services
Consolidated reporting, bill pay, entity administration and a single point of contact for the family.
Closely Held Business
Tax and advisory for the operating companies behind the wealth — structure, compensation, succession.
IRS & State Controversy
Discreet, experienced representation in examinations, appeals and voluntary disclosures.