For more than 70 years, Lutz and Carr’s personal accountants have helped high-net-worth individuals and their families preserve, protect and pass their wealth onto future generations while limiting their tax exposure.
Our accountants provide a comprehensive approach, offering tax and audit services and accounting support.
Recognizing that every family situation is unique, we consider our clients’ related private businesses, partnerships and other entities, as well as their estates, trusts, financial circumstances, and family needs. Then we craft personalized, tailored and timely strategies designed to meet clients’ specific financial goals.
Additionally, our responsive and knowledgeable accountants develop effective asset protection and estate tax plans to ensure the smooth transition of wealth to future generations.
Our personal accountants collaborate with our clients’ other financial professionals, including attorneys, investment advisers, auditors, and account executives, cultivating a cooperative, collegial and effective team to achieve optimal results.
We maintain longstanding close relationships with our clients and apply our technical expertise and deep understanding of wealth management and protection tactics to safeguard their assets, enhance their wealth, limit their tax obligations, and ensure their wealth transfer goals are met.