High Net Worth Individuals
Maximizing financial opportunities. Minimizing tax burdens. Protecting wealth. We understand the many dimensions of managing high net worth.
Since Janover’s inception, our team has provided trustworthy, discreet and expert service to a wide range of high net worth clients. In fact, many of our clients have realized significant increases in their net worth as a result of our steady guidance.
We know that wealth brings opportunities and challenges that can often be daunting and complex. We also appreciate that some of our clients are new to wealth management while others are sophisticated investors, philanthropists and business people. Whether your wealth was earned over decades or newly acquired, we will work closely with you and your professional team of business, legal and other advisors to create a comprehensive and integrated financial plan. Our goal is to guide you efficiently toward your objectives, protected from unnecessary tax liability and risk.
Janover offers a full range of tax, accounting and advisory services to high net worth individuals and families. Our areas of expertise include:
- Estate and gift tax planning
- Charitable family foundations
- Retirement planning
- Divorce settlements
- Sudden wealth planning
- Investment planning
- Family office services
- Bookkeeping services
- Investment mergers
We will address your current needs and be ready to adapt as those needs evolve over the years. For today and tomorrow, Janover will help you take full command of the wealth that makes so much possible.