Kelly Nelson, director of Bader Martin's High Net Worth practice.

High Net Worth

The world can be an exceedingly complicated place when significant wealth is involved. Navigating intricate tax and asset-protection strategies. Developing financial, estate, and philanthropic-giving plans. Coordinating the activities of your professional advisors. Even finding help with the mundane everyday aspects of life to simplify, and free up time for family and personal interests.

The responsibilities are often complex, time-consuming, and sometimes downright overwhelming. It’s difficult to go it alone.

We assist some of the region’s most prominent professionals, company executives, business owners, affluent families and family offices, estates, and trusts in managing, preserving and transitioning wealth.

A Personalized and Integrated Approach
We can prepare your annual tax returns and financial statements, but our affluent clients generally require more. As your personal advisors, we offer you an integrated, holistic approach to managing your wealth throughout the year. One that is specifically tailored to reflect your hopes and circumstances, and the things that matter to you.

We merge traditional financial, tax and wealth planning services with the strategic and advisory services that establish where you want to go and how to get you there. We work collaboratively with your existing investment advisors and other professionals. And should you have a need for additional outside resources, we work closely with some of the region’s best attorneys, bankers and investment advisors.

An Independent Perspective
To ensure that we exercise independent judgment and always operate only in your best interests, we never sell products, recommend specific investments, or accept commissions. 

High Net Worth Services
As a client of our high net worth practice, you'll benefit from services in the following categories:
Tax Compliance and Planning
  • Federal, state, local and international tax returns for individuals, estates and trusts
  • Estimated tax planning
  • Strategic planning to minimize the impact of taxes for federal, state, local and international jurisdictions ― including the impact of the alternative minimum tax (AMT)
  • Tax basis planning/at risk issues
  • Net operating loss consulting
  • Household employee tax consultation
  • Domestic partnerships
  • Foreign tax credit planning
  • Representation in Internal Revenue Service examinations
Accounting and Financial Management
  • Personal and family financial statements
  • Budgeting and expenditure analysis, including major transactions
  • Lease vs buy consulting
  • Accounting and bookkeeping services, including check writing
  • Hosted, online accounting
Wealth Planning
  • Budgeting and cash flow planning
  • Education funding
  • Retirement planning
  • Family limited partnerships and limited liability companies
  • Charitable remainder trusts and annuities
  • Grantor retained annuity trusts (GRATs)
  • Revocable and irrevocable trusts
  • Qualified residence trust planning
Estate Planning
  • Estate and legacy strategy and planning
  • Charitable trusts
  • Tax return preparation
  • Gift planning and gift tax returns
  • Personal and family foundations
Compensation, Stock Options and Fringe Benefits
  • Review of compensation agreements
  • Bonus planning
  • Stock option planning and analysis
  • Structuring 10(b)(5)(1) programs
  • Family and nonfamily compensation consulting
Investment Consulting
  • Real estate investments consulting
  • General portfolio and investment monitoring

(We do not provide advice regarding specific investments.)
Asset Protection and Risk Management
  • Liability protection planning
  • Disability and health planning
  • Insurance coverage
  • Divorce planning, and premarital and postmarital agreements
  • Bankruptcy consulting
  • Foreign assets
New Business Ventures
  • Entity planning and structuring
  • Financing and investment strategies
  • Strategic and business planning
Family Offices
  • Strategic planning and goal setting
  • Family controllership, financial analysis and financial statement preparation
  • Centralized bookkeeping services, including bill paying, payroll preparation, and assistance to internal accounting staff
  • Tax planning, including intra-family strategies, and preparation of tax returns
  • Family philanthropy planning and coordination
  • Investment monitoring
  • Risk management consulting, including liability protection and insurance oversight
  • Assistance with hiring family office coordinators and other significant positions
  • Family meeting planning, attendance, presentations and facilitation
  • Mentoring and educating younger family members
Bader Martin, P.S. Certified Public Accountants + Business Advisors