TAX & ADVISORY /

FAMILIES & INDIVIDUALS

Families & Individuals

At Seiler, you’ll discover comprehensive domestic and foreign tax solutions, along with expertise for sophisticated advice and proactive guidance.

Why Choose Seiler?

Experience You Can Rely On

With six decades of experience, the Seiler team knows what it takes to help ultra-high-net-worth individuals and families discover a holistic, proactive tax strategy that supports their immediate and long-term goals. Our clients include executives, in-bound high-net-worth individuals from overseas, multi-generational high-net-worth families, investors, Family Offices, entrepreneurs new to wealth, and others.

An Integrated Approach to Your Estate Planning

We understand the power of intellectual capital. That’s why our trust, estate, and gift planning team will partner closely with your other trusted advisors in legal, investments and wealth management, insurance, banking, and Family Office.

Relationships Built to Last

You don’t just focus on this year’s financial picture, and neither do we. With a focus on the long-term, we work with our clients for years, providing quality and responsive service day by day, year by year, decade after decade.

Dynamic Solutions Designed for You

Our service delivery is dynamic and customized. With a suite of specialists and high levels of hands-on partner involvement, we bring our best thinking to our clients every day.

Explore Our Tax Advisory Services for High-Net-Worth Families & Individuals

High-Net-Worth Income Tax

Trust is important. Our clients know that Seiler has the knowledge and personal care to maximize the benefits of a comprehensive, long-term tax strategy.

  • Tax Planning and Compliance

Trust, Estate, and Gift Advisory

Complexity becomes a concern of the past with Seiler at the helm of your estate planning needs.

  • Trust and Estate Planning Strategies
  • Estate, Gift, and Fiduciary Income tax Return Preparation
  • Charitable and Philanthropic Planning
  • Pre- and Post-Mortem Estate Administration

Philanthropic Planning

Our mission is to help you realize make a lasting mark on the world through charitable giving.

  • Financial Statement Audits
  • Tax Planning and Accountability
  • Board Governance
  • Conflicts of Interest
  • Executive Compensation
  • Grant-Making Services
  • Endowments
  • Capital Campaigns

Emerging Wealth

Your success didn’t come from doing business as usual. At Seiler, we help you navigate the road to lasting wealth.

  • Tax Planning
  • Stock Options Advisory
  • Trust, Estate, and Gift Advisory
  • Creating a “Personal Board” of Advisors

Business Succession Planning

Creating a session plan that makes sense for all parties takes time, sensitivity, business acumen, and insight. It would be our privilege to partner with you on this important exercise.

  • Estate Planning
  • Wealth Transfer
  • Business Succession Planning

Real Estate Advisory

We’ve worked with individual’s and families’ on tax treatment of their real estate assets for decades. Seiler’s seasoned professionals share unparalleled industry expertise.

  • Review of Partnership and LLC Agreements
  • Federal, State, and Local Tax Compliance
  • Complex 1031 Exchanges and Other Transactions
  • Advice on Sale, Purchase, Lease and Financing Arrangements
  • Agreed-Upon Procedures
  • Assistance with Investor Relations Requirements

Stock Compensation and Management

If you’re new to wealth, you may feel overwhelmed by the sheer variety of stock options types and how they interact with each other. We can help you through this process and so much more.

  • Stock Options Advisory