04-HNW Individual.jpg
 
 

High Net Worth Individuals

Clients look to us to resolve issues involving personal, family, business, financial, community and philanthropic interests…

INDIVIDUALS

Our work with clients often involves a common theme – taking a holistic view of our clients’ personal, business, family and philanthropic values. Each often requires an integrated approach involving income tax planning, estate planning and gifting strategies, pension and retirement issues and advice regarding the most effective tax treatment of real estate and other investments.

“Clients look to us to resolve issues involving personal, family, business, financial, community and philanthropic interests…”

“Clients look to us to resolve issues involving personal, family, business, financial, community and philanthropic interests…”

HIGH NET WORTH FAMILIES

Many of our clients are high net worth individuals and their families as a result of their having created or inherited wealth. In addition to our Family Office services, we offer substantial expertise in the complex concerns of high net worth clients such as wealth transfer, tax structuring, philanthropic strategies as well as multi-generational trust and estate issues.

HEDGE FUNDS / PRIVATE EQUITY

Perelson Weiner has expertise in the complexities of hedge funds and private equity. Significant tax planning opportunities can be executed and managed around distributions, valuations, cash flow and diversification events. We assist private equity partners and hedge fund principals, helping them plan and make decisions to achieve their goals tax-efficiently.

INTERNATIONAL NEEDS / INDIVIDUALS AND EXECUTIVES

Often our clients require international tax and or business services. Because of our membership in PRIME GLOBAL, an association of independent firms across the U.S. and in more than 80 countries, no client is ever without access to international solutions that complement our expertise.

 

Learn More About Our Capabilities for Individuals and High Net Worth

Tax Consulting, Planning and Compliance

  • Income Tax Consulting

  • Federal and State Tax preparation

  • Design and Implementation of Tax Minimization Strategies

  • Management and Representation in Tax Examinations

  • Real Estate Tax Compliance and Advisory Services

  • Investment Diversification Planning, including Stock Option Exercise Planning for Executives and Founders

  • Retirement and Succession Planning

Trust and Estate Planning

  • Trust and Estate Planning

  • Development of Comprehensive Plans for Multi-Generational Wealth Preservation

  • Family Governance and Succession Issues

  • Estate, Gift and Fiduciary Income Tax Return Preparation

  • Trust Accounting and Administration

  • Charitable and Philanthropic Planning and Tax Returns

  • Pre- and Post-Mortem Estate Administration

  • Representation and Support in Federal or State Audits

  • Serve as a Team Member with Legal, Trust and Estate, Investment and other advisors

Philanthropic Expertise

  • Auditors and tax preparers and advisors

  • Gift planning and family charity management strategy

  • Donor Advised Funds

  • Tax related issues:

    • Private Foundation excise tax

    • Unrelated business income tax (“UBIT”)

    • Expenditure responsibility

    • Supporting organizations

  • Foundation administration, compliance monitoring and management consulting

Hedge Funds (Onshore and Offshore) / Private Equity Funds (Onshore and Offshore) / Fund of Funds

  • Consultation on Tax Related Matters including Onshore and Offshore Fund Structuring, Unrelated Business Taxable Income, ECI, etc.

  • Consultation on Tax Treatment of Various Securities

  • Tax Compliance Services including Preparation of Federal, State and Local Tax Returns and K-1s; US Withholding Taxes and Related Filings, Other Tax Reporting Obligations

  • Financial Statement Audits, Reviews and Compilations

  • Preparation of Performance Reports for Investors

  • Internal Control Review

  • Consultation on Accounting Treatment for Specialized Investments, Reorganizations and Restructurings

International Services for Individuals

  • Foreign Tax Credit Analysis and Planning

  • Expatriate Tax Planning

  • Repatriation Planning and Loss Utilization

  • Global Income, Estate and Gift Tax Planning and Compliance

  • GILT & FDII Analysis and Planning

  • Subpart F Analysis and Planning

  • Passive Foreign Investment Company (PFIC) Analysis and Planning

  • Tax Treaty Interpretation and Planning