High Net Worth Individuals

The Team

Amy Chavez, CPA

Shareholder, Tax & Accounting

Laura J. Liewan, CPA

Shareholder, Tax

Tariq A. Khan, CPA

Shareholder, Tax

We help our clients strategize how to address succession planning, improve tax position, and stay in compliance with federal regulations. We understand the issues that affect high-net-worth individuals and their families and always consider the totality of a client’s financial circumstance when determining which personalized services best fit their needs.

We’ll be there to provide you with expert advice and assistance with the following:

  1. Tax planning
    • Federal and state tax compliance
    • Financial, estate, and gift planning
  2. Review of estate planning documents
    • Trust planning
    • Family wealth transfer planning
    • Business succession planning
    • Charitable giving and philanthropy planning and administration
    • Life insurance needs planning and analysis
    • Education planning
    • Coordination with other advisors
  3. Family office services
    • Cash management
    • Cash flow projections
    • Asset acquisition services

The R&A Advantage

Our clients are more than just names on  forms. Each client comes to us with a unique background and our team of professionals build relationships with our clients that span generations of families and business owners. Additionally, we offer personal family finance management services to family entities and businesses who need the extra support in orchestrating the complexities of shared family wealth.