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
Mary Joyce and Benjamin Kramer Have Been Promoted!
Friedman + Huey is pleased to announce that Mary Joyce, CPA, MST, has been promoted to Principal and Benjamin Kramer, MAS, MIS, to Director of Technology.
Are You Confident in Navigating Your Finances?
As a busy woman juggling multiple responsibilities, don’t let financial concerns take a back seat. Discover why being involved in your family’s finances and tax planning is crucial. Start your journey to financial knowledge and take control of your future.
Tax Planning to Avoid – or Limit – the Illinois Estate Tax
Did you know that Illinois is one of 12 states (and the District of Columbia) with its own estate tax? Here’s what you need to know.
