Specialized Services for High Net Worth Individuals.
Individual and family wealth often goes hand-in-hand with the evolving need for specialized services.
Your situation is unique and so too should be the advice you are given. From navigating intricate tax and asset protection strategies, to developing financial, estate and giving plans, our team is highly specialized in serving high net worth individuals. You’ve worked hard for your money and we’re here to help you protect it.
Our team is proud to work alongside our clients as trusted advisors providing personalized and integrated services geared towards setting up future generations for success. We strive to understand your unique needs so we can create a plan specific to you.
Resource Articles
Friedman + Huey Announces Partner Promotions
Friedman + Huey is pleased to announce the promotions of Jennifer Leon, CPA, MST, and Sylwia Nazar, CPA, MST, CDFA® to Partner, effective January 1, 2023.
Year-End Presents from Congress
As we start the new year, and we wish you a wonderful year, it is an opportunity to look at some year-end “presents” from Congress. This is not a sarcastic or tongue-in-cheek comment. These can be some real presents and the fit isn’t too bad. Here are some “presents”...
Take Control of Your Legacy: Planning for Generational Wealth Transfer
Including the right team in your estate planning will help save you and your heirs time and money. Find out how.
