Protecting your wealth and planning for future generations
At Louis Plung & Company, we’ve been working with high-net-worth individuals for decades, and we always start by gaining an understanding each client’s personal, family, and philanthropic goals.
We also believe that the best results come from good teamwork, so we collaborate closely with your other professional advisors to protect and use your assets according to your priorities and values.
Our comprehensive accounting, tax, and advisory services for high-net-worth individuals include:
- Estate, trust & gift planning
- Tax consulting
- Generational planning
- Charitable planning and charitable foundation compliance
- Risk analysis and management