Individuals & Families
DZH Phillips has a long history of providing accounting and consulting services to individuals and their families. This clientele represents an important part of our business, and we have built an expertise in the issues that are specific to this group.
At DZH Phillips, we understand the financial complexities facing individuals as well as the related privacy needs. Our staff works to understand each client’s financial goals and risk tolerances, as well as the familial relationships related to their financial situation.
Services
DZH Phillips provides a comprehensive breadth of services to our high net-worth clients, both in personal and business areas, including the following:
- Tax compliance
- Tax planning
- Financial planning
- Compensation planning
- Retirement planning
- Charitable gift planning
- Estate tax compliance and planning
- Estate and trust administration
- Court accounting
Contact us
For information about the services we offer to high net-worth clients, please contact us at (415) 781-2500 or email cpas@dzhphillips.com.
Contact Us
To learn more about how the professionals at DZH Phillips can assist your firm, organization or family, please contact us at the following:
T (415) 781-2500
E cpas@dzhphillips.com