Your Elite Tax Advisor Group at Rich & Company
A High Caliber Tax Advisor Group for High Net Worth Families
It’s not how much you earn that leads to lasting generational wealth – it’s how much you keep. It requires a depth of knowledge to stay on the right path, avoiding burdensome tax inaccuracies, financial missteps, and even intimidating audits while still taking advantage of tax incentives and beneficial but complex tax strategies. In this challenging landscape, you need more than a guide; you need an expert at the helm. At Rich & Company, our team of seasoned tax advisors is your compass, leading you confidently through the twisted paths of compliance and effective tax strategies. With our over 20 years of expertise at your disposal, the unnerving tangle of tax complications becomes manageable, allowing you to focus on building your wealth. It’s more than just sidestepping obstacles; it’s about unlocking potential. Experience the freedom our adept tax advice provides, and thrive in this fiscal wilderness. Don’t fear the system (or the IRS); use it to your advantage.
You Earn Your Wealth; Our Tax Group Helps Protect It
An alliance with an expert tax advisors’ group doesn’t just help you steer clear of financial quicksand; they set up the board for you to play your best game, minimizing liabilities and maximizing savings, tipping the scales in favor of your wealth. At Rich & Company, we aren’t just your tax advisors; we are the grandmasters of the tax game. With our expertise, you’re no longer confined to reactive moves. We empower you to make proactive strides toward financial success, placing you in a position of control and tranquility. Planning ahead is the ultimate embodiment of fiscal freedom, and that is our specialty.
Charting the Course from Good to Great
Embrace the freedom of financial growth with expert guidance from the best and most seasoned tax advisors.
Financial Empowerment
Minimized Tax Liability
Efficient Wealth Management
Property Investment Tax Mastery
Strategic Tax Planning
Stress-free Compliance
Standing Apart with Integrity
At the heart of Rich & Company is the anchor of truth and wisdom, and our bedrock is a commitment to your financial prosperity. In addition to tax advisory, our team of seasoned advisors is skilled in Estate Planning and Management and Private Investment Services. We believe in more than just number-crunching; our services are steeped in the wisdom of long-term strategic planning and the courage to make tough but necessary financial decisions. Our understanding of tax dynamics informs our strategic financial plans, focusing on your long-term goals and legacy. So not only can we help you grow your wealth, we help ensure that your property transfers smoothly across generations.
We are more than just an accounting firm. As a boutique provider of Multifamily Office Services, we cater to the specific needs of families with significant wealth. Our advisors create customized strategies for preserving and growing your assets, understanding that every family’s financial needs are unique. At Rich & Company, we prioritize transparency and honesty, the very essence of our Fiduciary Services. Whether it’s investment advice or managing trust operations, our clients have confidence in us to act in their best interest, a testament to our integrity and commitment.
Our services also extend to Insurance Evaluation, where we analyze your current coverage and identify potential gaps or opportunities for savings. This expertise is complemented by our Personal Budgeting service, aimed at maintaining a healthy balance between your income and expenditures. To ensure your financial responsibilities are handled efficiently, we offer Bill Pay services, taking care of your bills while you focus on what truly matters. And to cater to your unique lifestyle needs, our Concierge Services are always at your disposal, offering a level of personalized care that goes beyond traditional wealth management.