Private Wealth

Secure Your Family's Legacy

Private Wealth Services

The Bonadio Group (TBG) has discreetly served high-net-worth individuals, families, and enterprises for over 45 years. We work with you to implement well-thought-out financial strategies that minimize tax liabilities for individuals and businesses. We present solutions from our clients’ perspective, balancing their financial goals. As your trusted advisor, we can reduce the friction and stress associated with your financial and estate planning. The Bonadio Group’s Private Wealth industry practice offers extensive 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

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Our Services

At The Bonadio Group, we understand that overcoming financial and business obstacles can be daunting. That’s why we take pride in being a leading Top 50 CPA firm offering comprehensive services to assist our clients. Our team of experts has extensive industry-specific knowledge and experience, allowing us to deliver even more value with every engagement. Our knowledge drives your success, and we are committed to being your trusted partner in achieving your goals.

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Personal CFO

Our services include asset acquisition, bill pay, budgeting, cash flow analysis, document storage, household payroll, portfolio reporting, and process review.

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Tax Compliance

  • Estate, Gift, Trust Compliance, Tax Planning & Administration
  • International Tax
  • Personal Income Tax Planning & Compliance
  • State & Local Tax
  • Tax Controversy & Dispute Resolution
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Business Succession Planning

Create a smooth transition plan for your company, whether you’re passing it on, selling to executives, or engaging with buyers. Our succession and transaction advisors can help minimize taxes and align with your financial goals.

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Foundation Services & Strategic Philanthropy

  • Assurance Services For Nonprofit Corporations
  • Foundation & Grant Management
  • Developing A Strategic Charitable Giving Plan
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Wealth Transfer & Legacy Planning

  • Estate Planning, Evaluation, & Asset Protection
  • Develop Wealth Transfer Strategies To Minimize Taxes
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Investment Advisory & Management

Our Investment Advisory team can manage trust assets and family inheritances, focusing on risk management, cost efficiency, and tax optimization.

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Affiliations & Accreditations