High-Net-WorthTax Planning
Effective tax planning should be as dynamic as your financial life. We bring thoughtful, proactive strategies built around your unique profile—whether you're a seasoned executive, business owner, or part of a multi-generational family office.
Tailored Planning, Not Templates
We don't leverage generic templates or cookie-cutter strategies. Every plan is carefully customized after a close review of your complete financial picture.
As your dedicated high-net-worth tax advisor, we bring focus beyond annual filings. We present year-round smart strategy tailored to your distinct investment profiles, income streams, and personal goals.
Tailored Planning
Every plan is carefully customized after a close review of your complete financial picture.
Year-Round Strategy
Proactive planning that adapts to your changing financial landscape in real time.
Team Integration
Seamless coordination with your attorney, investment manager, and internal staff.
Comprehensive Tax Strategy Elements
Our team delivers strategic planning across all aspects of high-net-worth tax considerations
Multi-Source Income Planning
Aligning W-2 wages, K-1 earnings, dividends, and equity compensation for optimal tax efficiency.
Investment Tax Strategies
Tax-loss harvesting and capital gain planning with coordination across your portfolio managers.
Family Trust & Estate Tax Planning
Creating structures that respect your legacy and reduce unnecessary tax burdens.
Entity Design & Structure
S-corps, partnerships, and family limited partnerships used with strategic purpose.
Philanthropic Strategy
Incorporating charitable giving into your comprehensive tax and wealth plan.
Who We Serve
We understand that our clients lead busy, high-stakes lives requiring sophisticated tax strategies
C-Suite Executives
Executives dealing with stock options, performance bonuses, and complex compensation packages requiring strategic planning.
Business Owners
Entrepreneurs and business owners managing multiple income streams and planning for potential exits or expansions.
Family Office Members
Multi-generational families coordinating complex estates and wealth preservation strategies.
Real Estate Investors
Individuals managing large real estate holdings with complex depreciation and income timing considerations.
Specialized Planning Areas
We provide comprehensive tax planning across complex income sources and investment structures that high-net-worth individuals encounter.
Stock-Based Compensation Events
Strategic planning for RSUs, ISOs, NSOs, and other equity compensation structures.
Capital Gains from Asset Sales
Optimizing tax treatment for business exits, real estate sales, and investment dispositions.
Cross-Border Income Optimization
Foreign tax credit optimization and international income structuring.
Alternative Investment Tax Treatment
Crypto asset reporting and complex investment vehicle tax planning.
Income Smoothing & Timing
Year-over-year income optimization and strategic timing strategies.
Dynamic Strategy Adaptation
As high-net-worth tax advisors, we take the long view. Your tax profile changes as your assets grow, and we're ready to adapt the strategy in real time.
Concierge-Level Attention
Discretion, clarity, and responsiveness define our performance. You'll always have access to a senior advisor who knows your file—not a rotating cast of unfamiliar names.
Discretion & Trust
Confidential handling of your sensitive financial information with the highest professional standards
Responsive Service
Quick response times and proactive communication throughout the year, not just during tax season
Senior Advisor Access
Direct access to experienced professionals who understand your complete financial picture
From the starting point, we design a roadmap that aligns with your specific needs. Our job is to find opportunity within the tax code—not add to your stress.
Why Richmond Street Advisors?
Choosing the right high-net-worth tax advisor is about trust, not transactions. Clients return to Richmond Street Advisors because we bring clarity to a system that often feels opaque.
What Our Clients Appreciate Most
When you work with Richmond Street, your high-net-worth tax advisor becomes an extension of your financial team. We coordinate with your attorney, investment manager, and internal staff as necessary.
Every conversation, every update, and every filing is managed with the same level of care we would expect for our own families.
Take the First Step Toward Smarter Tax Strategy
Your time is valuable, and our goal is to maximize the return on it. We focus on impact without cutting corners, bringing clarity and opportunity to your complex financial landscape.