High Wealth Individuals

Offering Independent, Unbiased and Financial Advice for 70 years

You want to take advantage of every opportunity possible to grow your financial portfolio.  This means realizing the greatest return on your investments, while paying no more than what you owe in taxes.  In today’s increasingly complex tax, financial and legal environments, you need a team on your side to ensure the best outcome.  With due diligence and your best interest at the forefront, we are prepared to be a strategic leader on that team.

Our firm can work closely with your attorneys, investment advisors and insurance agents to help you achieve significant financial success. We have extensive experience in areas that are important to meeting the needs of high net worth individuals, including:

  • Gift and estate tax planning
  • Gift, estate and fiduciary tax return compliance
  • Charitable gift planning
  • Family limited partnerships
  • Trust administration
  • Trust planning (charitable, grantor retained, personal residence, life insurance and revocable)
  • Assistance with investment strategies and wealth management
  • Stock option planning
  • Personal financial statement preparation
  • Business valuations
  • Private foundation tax reporting and administration

Let’s get started today!

Freddy Robinson updated - website 448 x 299

Freddy Robinson Partner, CPA

"Bernard Robinson & Company has been collaborating with high wealth clients for over 70 years. Our technical expertise, combined with an intimate knowledge of our clients, their businesses and their families enable us to identify opportunities and creative solutions to help them reach their goals. We are truly honored to serve as trusted advisors to our clients and their families."