Private Wealth
It is time to treat your personal financial picture with the same care that you would your business.
We present solutions, viewed through our clients’ personal perspective, balancing their entire financial goals. Working as your trusted advisor, we can reduce the friction and stress associated with your financial & estate planning.
The Bonadio Group’s Private Wealth Industry Group offers an extensive variety of accounting, management, and advisory services to help individuals, their families and related entities achieve their financial goals and protect their assets. When you work with TBG, you have the resources of our entire firm to support you.
Who We Serve
Our Private Wealth clients are high net worth individuals and business owners across industries:
- Financial Services
- Family Offices
- Real Estate
- Entertainers
Request a conversation with one of our industry experts!
Private Wealth Services
Personal CFO
- Bill pay, banking, budgeting, and cash flow analysis
- Household payroll
- Asset Acquisition
- Portfolio Reporting
- Centralized Document Storage
- Process, Technology, and Internal Control Review & Implementation
Compliance
- Estate, Gift, Trust Compliance, Tax Planning and Administration
- Personal Income Tax Planning and Compliance
- Tax Controversy and Dispute Resolution
- State and Local Tax
- International Tax
Foundation Services & Strategic Philanthropy
- Assurance services for not-for-profit corporations
- Foundation & Grant management
- Developing a strategic charitable giving plan to pass from generation to generation
Wealth Transfer & Legacy Planning
- Evaluation of your current estate situation
- Analysis of the impact of wills, trusts, beneficiary designations, and asset titling on your estate plan
- Development of wealth transfer strategies to minimize estate, gift, and generation-skipping transfer taxes
- Asset protection planning
Business Succession Planning
- Create a thorough plan for a smooth company transition, be it passing to the next generation, selling to key executives, or engaging with third-party buyers.
- Ensure the plan minimizes income and estate taxes, and meets your financial and retirement planning needs
Investment Advisory and Management
- Our investment advisory team can manage trust assets and family inheritances, with a focus on risk management and cost-and-tax-efficiency.
Affiliations & Accreditations
