High Net Worth Accounting & CPA Services
Integrated tax and estate planning for significant wealth. We analyze your entities and income to minimize what you owe, quietly and deliberately.
A team that already speaks your language.
The same four commitments on every high net worth accounting & CPA services engagement.
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Industry-fluent partners
A CPA who knows your vertical from day one. No ramp-up, no "explain that again" calls.
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Reporting that fits your vertical
Beyond GAAP: the metrics your investors, lenders, and operators actually care about.
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Tested playbooks
We've already solved the questions you're about to ask. Faster engagements, fewer surprises.
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A network already in place
Lawyers, lenders, brokers, and insurers who already know your space. Your shortlist gets shorter.
From day-to-day books to high-stakes transactions.
The most-booked services in this vertical — start with one or wrap them into a single engagement.
- Tax Strategy We provide comprehensive, long-term approaches to taxation that align with your financial goals, using innovative and strategic measures to maximize tax advantages over time. Learn more
- Fractional CFO Our part-time CFOs offer strategic, high-level financial expertise without the full-time CFO commitment, thereby providing small and medium-sized businesses access to skills typically reserved for larger corporations. Learn more
- Tax Planning At Alpine Mar, we understand the importance of accurate and efficient income tax preparation. Learn more
- Outsourced Accounting Outsourcing accounting operations is often more cost-effective than maintaining an in-house accounting department. Learn more
What to know before you hire.
Expertise for Your Financial Success
At Alpine Mar, we understand that high net worth individuals require a unique level of financial expertise and personalized service. Our team of dedicated high net worth tax accountants specializes in serving clients with substantial wealth and complex financial situations. With a focus on comprehensive wealth management, advanced tax planning, gift tax planning and more, we are committed to helping you secure and grow your assets while minimizing tax liabilities.
High Net Worth CPA Solutions by Alpine Mar
Our high net worth tax accountants are equipped to handle the intricate financial needs of high net worth clients. We recognize that your financial landscape is marked by intricate tax issues, estate planning considerations, wealth transfer strategies, gift tax planning and more. That's why our services extend beyond traditional tax preparation and include:
Wealth Management: Our experts work closely with you to develop tailored wealth management strategies to safeguard and grow your assets.
Tax Returns: Accurate and timely preparation of your tax returns to ensure compliance and optimize your tax situation.
Advanced Tax Planning: We employ advanced tax planning techniques to optimize your tax situation while ensuring compliance with the latest tax laws.
Gift Tax Planning: Maximizing the benefits of gifting while minimizing tax consequences is one of our specialties. Our high net worth accountants are well-versed in the intricacies of gift taxes. We work closely with you to create a tailored gifting strategy that allows you to make generous gifts to your loved ones or charitable organizations while minimizing your gift taxes.
Financial Planning: Comprehensive financial planning is essential for achieving your short- and long-term financial objectives.
Retirement Planning: Our high net worth accountants specialize in retirement planning tailored to your unique circumstances. We consider factors like inflation, healthcare costs, and long-term care to ensure that your retirement plan encompasses investment strategies, wealth transfer, pension optimization, and social security planning. With our retirement planning services we will secure a comfortable retirement.
Succession Planning: Ensure a smooth transition of your wealth to the next generation with our expert succession planning services. We understand that every family or business has its unique dynamics and objectives. That's why we offer tailored succession planning strategies that address your specific goals, whether it's the seamless transfer of a family business or the distribution of your assets to heirs.
Estate Planning: Estate planning goes beyond the distribution of assets; it's a comprehensive strategy to secure your financial legacy. At Alpine Mar, we view estate planning as an integral part of your overall financial picture.
Estate Taxes: We help you navigate the complexities of estate taxes to minimize the impact on your heirs.
Insurance and Risk Management: Protect your assets and your family's future with effective insurance and risk management strategies.
Wealth Transfer: Our experts assist you in the seamless transfer of wealth to the next generation or charitable organizations.
Charitable Giving: Maximize the impact of your charitable contributions while minimizing tax burdens.
Family Trusts: Establish and manage family trusts to protect and distribute your assets according to your wishes. Our high net worth tax accountants specialize in creating tailored family trusts designed to not only preserve and grow your wealth but also to ensure that your assets are safeguarded for future generations.
At Alpine Mar, we take pride in being a trusted partner for high net worth individuals and families. Our high net worth accountants have a deep understanding of the complexities and nuances of tax laws, and we are committed to tailoring our services to the unique needs of high wealth individuals. Our aim is to provide you with peace of mind and financial security.
Our industry-leading expertise, combined with a dedication to personalized service, makes Alpine Mar the ideal choice for high net worth individuals seeking expert guidance in tax planning, wealth management, and all aspects of financial planning. Contact us today to discover how we can help you achieve your long-term financial goals and secure your financial future.
Alpine Mar has been an excellent accounting partner for Aampe. Their team expertly handles our bookkeeping and financial modeling with impressive responsiveness and flexibility. They listen to our feedback and customize models to fit our specific needs, while also proactively suggesting industry best practices and benchmarks that help us present a clear financial picture to investors. Highly recommend Alpine Mar for any company seeking reliable, knowledgeable, and client-focused accounting services.
Alana Wilder
Google review · a year ago
A firm that knows your world,
not just your numbers.
Beyond the books: we know the industry mechanics — revenue recognition quirks, deduction levers, regulator behavior, and the benchmarks your investors care about most.
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Specialized by vertical
Construction, healthcare, SaaS, family office: every industry has its own playbook and we know yours.
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Benchmarks that matter
We know the industry KPIs investors and lenders look at, and we report on them.
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Network already in place
Lawyers, lenders, brokers, and insurers we work with daily. Your call list is shorter.
Industries we're just as fluent in:
All industries-
Construction
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Family Office
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Healthcare
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Law Firms
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Marketing Agencies
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Real Estate
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Before you book the call.
Quick answers to the things most people ask before signing on.
How is this different from a generalist CPA firm?
We run a dedicated high net worth accounting & CPA services practice — partners who've worked the vertical for years, benchmarks we already know, and a network of vertical-specific lawyers, lenders and operators we work with weekly.
How quickly can we start?
Intro call within a few business days, with scoping often started the same week.
Will I work with the same person?
Every engagement has partner involvement, with senior support staying close to your file instead of passing you through a queue.
Are you taking new clients in this industry?
Yes — Alpine Mar is actively onboarding high net worth accounting & CPA services clients. We pace intake so every partner can deliver the service standard the firm is known for.