Top 6 US Accounting Firms for High-Net-Worth Individuals
Choosing the right accounting firm is essential for high-net-worth individuals due to their nuanced financial needs. These include complex tax structures, multigenerational wealth transfers, charitable planning, and business succession, to name a few.
It is also important to understand how HNW accounting services are delivered. Some firms split their operations between licensed CPA firms for attest services, while subsidiary entities provide tax and advisory services. The structure affects where your work is handled, who oversees it, and how consistently services are delivered across the firm.
The following list highlights top US firms known for their expertise in high-net-worth tax and estate planning—while noting key differences in structure and service scope to help you find the best fit.
1. Deloitte Private
Deloitte Private offers tax, estate, and advisory services for high-net-worth individuals and family enterprises. Services include tax compliance, family office setup, estate and trust planning, and guidance for succession and wealth transfer strategies.
Deloitte’s global network provides clients with access to international tax planning and cross-border wealth management, addressing the complex needs of clients with multi-jurisdictional interests.
However, Deloitte operates as a network of legally independent member firms, which may result in inconsistent service experiences across locations.
This structure may not deliver the seamless, centralized support high-net-worth clients expect from a unified CPA firm. Additionally, some services may be delivered through subsidiary entities, which could impact coordination and oversight.
2. Alpine Mar CPAs & Advisors
Alpine Mar CPAs is a top accounting firm for high-net-worth individuals, offering specialized tax and wealth management services.
Their expert high-net-worth tax accountants provide advanced tax planning, estate strategies, and wealth transfer solutions tailored to complex financial portfolios. Clients benefit from high-touch, personalized service designed to preserve wealth across multiple generations while minimizing tax liabilities.
Their services include retirement and financial planning, succession and estate planning, gift tax strategies, family trust management, and charitable giving support.
Alpine Mar also helps clients navigate estate taxes, insurance and risk management, and multi-property or business ownership. Furthermore, they provide business consulting services—including entity structuring and strategic planning—for clients managing private businesses or transitioning into new ventures.
Alpine Mar’s professional services are delivered with direct CPA oversight, without relying on subsidiary entities or alternative practice structures. This licensed independent CPA firm provides its services in both English and Spanish, ensuring clear, personalized guidance for a diverse client base.
3. Perelson Weiner
Perelson Weiner serves high-net-worth individuals with tax and estate planning strategies designed to protect generational wealth.
The firm has a strong focus on entrepreneurs and family business owners, guiding clients through succession planning, exit strategies, and charitable initiatives. Their advisors work in tandem with outside professionals to create plans that align with each family’s values and long-term goals.
They also support hedge fund and private equity principals with tailored tax planning for liquidity events and complex distributions. While their model offers personalized attention, the firm’s narrower service scope may not meet the needs of clients who want direct access to specialized financial or fiduciary management under one roof.
4. Chandler & Knowles CPAs
Chandler & Knowles CPAs provides tax planning and financial guidance for high-net-worth individuals and families. Their tax services address the complex tax implications of investment activity, multiple property ownership, and hard-to-value assets. The goal is to reduce tax liability while protecting and growing wealth.
Their team advises business owners, corporate executives, and affluent families using advanced tax strategies. They also offer charitable giving guidance, family trust advising, and retirement planning.
However, their offerings do not include in-house succession planning or insurance and risk management—services that are essential for long-term wealth preservation and generational transfer.
5. Baker Tilly
Baker Tilly is one of the largest firms in the U.S., serving ultra-high-net-worth families, family offices, and business owners. Their private wealth team provides guidance across tax, estate, philanthropic, and family office needs. Services include international tax support, trust and estate planning, charitable giving strategies, and outsourced accounting and administrative functions.
They also offer multistate estate planning, succession planning, and consulting for clients with complex portfolios—such as those with luxury assets, household employees, and multiple partnerships.
Their tax team supports everything from compliance and gift planning to IRS controversy and international reporting. Clients can opt for fully outsourced family office services or receive support that integrates with their existing infrastructure.
While Baker Tilly’s services are extensive, they operate within a large national network—so clients may not always receive the consistency or personal attention found with smaller, boutique CPA firms.
6. Grant Thornton
Grant Thornton’s Private Wealth Services team delivers a range of tax, estate, and business planning services for high-net-worth individuals and multigenerational families.
Their expertise includes strategic tax planning, trust and estate structuring, and succession planning for privately held businesses. Clients also benefit from integrated family office services and wealth preservation strategies tailored to long-term legacy goals.
Their offering is robust, but recent changes in firm ownership could shift their priorities. In 2024, Grant Thornton sold a majority stake to private equity investors, a move that may influence how services are delivered and how client relationships are managed over time.
Build Your Legacy With the Right Accounting Firm
Choosing the right firm isn’t just about credentials—it’s about finding a long-term partner who understands the complexity of your wealth along with your personal and financial goals.
The best firms for high-net-worth individuals do more than just manage your tax needs. They deliver strategic insight, multigenerational planning, and direct, high-touch service tailored to your situation.
To ensure you receive comprehensive, expert advice, hire a professional CPA firm that specializes in high-net-worth individuals. As you compare providers, consider the depth of services, firm structure, and whether you will receive consistent, expert guidance from a licensed CPA.
A personalized, proactive approach can be the difference between maintaining your current wealth and building a legacy.
