High Net-Worth Individuals and Families

Building Lasting Results for You
and Future Generations.

Effective tax planning is essential for robust wealth management. Navigating the protection and management of your wealth in today’s evolving tax regulations is challenging. It requires a profound comprehension of your objectives and those of your family, coupled with the expertise to realize those goals. We uniquely understand the challenges you face in planning for the future.

Tailored Solutions For Your Circumstances

We offer a broad range of comprehensive tax advisory services tailored for executives of both public and private companies, business owners, entrepreneurs, and individuals across multiple family generations. Our professionals understand the challenges faced by executives and business owners alike in balancing their focus on company operations with making prudent personal financial decisions to achieve their long-term financial objectives.

Tax Planning and Compliance For:

  • Personal Income 
  • Fiduciary Income 
  • Charitable Giving and Philanthropy
  • Estate and Wealth Transfer 
  • Retirement and Business Succession
  • Personal Accounting Services

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When clients partner with Pasquesi Sheppard for comprehensive tax advice, they are opting for peace of mind. This assurance stems from the knowledge that they are receiving independent, objective advice and a holistic solution tailored to their requirements through a sophisticated, integrated approach.

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