High Net Worth Individuals

Gaining the confidence and trust of the high net worth individuals with whom we work is of utmost importance to everyone at Anstiss & Co. In order to do so, we spend the time needed to gain a complete understanding of your current financial situation and all the specific goals and objectives you may have. Our experienced professionals 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.  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.

All of the accounting and financial services at Anstiss & Co., developed through 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 the business management, investment options, and financial management decisions you face every day. Our goal 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 AnalysisWealth Transfer Options and Services

• Estate Planning

• Tax Planning Services

When you work with the professionals 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.

industry services

High Net Worth Individuals

Richard B. Dionne, CPA, MST, CGMA
Jeffrey A. Paquin, CPA

Featured Team Member
Raymond L. Anstiss, Jr., CPA, MBA

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