Accounting & Financial Services
High Net Worth Individuals
Gaining the confidence and trust of the high net worth individuals with whom we are privileged to work is of utmost importance to everyone at Anstiss & Co. In order to do so, we spend many hours gaining a complete understanding of your current financial situation and all the specific goals and objectives you may have. Our experienced accountants work with you and members of your legal, financial advisory, and banking teams in a very discrete and personalized manner designed to bring you a feeling of total comfort.
What sets Anstiss & Co. apart from other accounting firms in working with high net worth individuals is our independence as a public accounting firm.
We are unique in that our firm has made a strategic decision that we can better advise our clients if we do not accept compensation or referral fees from other professionals when working with our clients.
Our fees are charged hourly. You never have to wonder if we are giving you particular suggestions for the purpose of self-enrichment. We work for you and we are entirely dedicated to your continued financial success. We do not sell products and do not earn a commission from the provider of any financial products.
All of the accounting and financial services at Anstiss & Co., developed over 45 years of multi-level experience and engagement, come together in helping to increase the wealth and decrease the exposure of high net worth individuals. We fully understand the risks and rewards associated with business management, investment options, and financial management decisions you face every day. The goal of our accounting firm is to minimize your tax burden, increase opportunities for future growth, and preserve the wealth you have worked so hard to accumulate.
Our high-net worth services include, but are not limited to:
- Stock Option Planning and Analysis
- Wealth Transfer Options and Services
- Estate Planning
- Tax Planning Services
When you work with the Certified Public Accountants at Anstiss & Co., there is no hidden agenda. We have the ability to tie all aspects of your finances together and will provide consultations that are solely in your best interest. Our experience, approach, and independence set us apart from other firms.
To inquire about our high net worth consulting and management services, call Ray Anstiss, Jr. or Richard Dionne in our Massachusetts office at (978) 452-2500, or fill out the contact form on this page. The team you’ve been looking for is only a call away!
