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Family Office & High Net Worth Families

Our professionals at Isdaner & Company work with many high net worth families and family offices in helping them achieve their objectives. Having worked with a variety of families and their offices over many decades, we understand the multi- generational needs and the importance of the family legacy. Each family and family office is distinct in its requirements and we strive to meet the goals of the family’s mission. We take a collaborative approach and work as a team with your other advisors. We do so with sensitivity to confidentiality and privacy issues. We know that open honest communication is the foundation of these relationships.


  • Trust & Estate Planning
  • Income Tax Planning
  • Wealth Transfer Strategies
  • Private Foundation Planning & Compliance
  • Real Estate Investment Structuring
  • Multigenerational Tax Planning
  • Cash Flow Recordkeeping & Management
  • Succession Strategies
  • Multi-State Tax Planning
  • Federal, State and Local Tax Compliance
  • Charitable Giving Strategies
  • Educational Funding Planning
  • Retirement Planning
  • Trust Accounting
  • Serving as a Fiduciary
  • International Tax Advisory & Compliance
  • Accounting Bookkeeping Services
  • Audit Representation
  • Family Investment Entity Planning & Compliance

Isdaner’s Family Office & High Net Worth Families FAQs:

A typical client is a high net worth family with multigenerational needs which often may utilize a family office to facilitate their tax, financial and other needs. Many of our high net worth clients create foundations for charitable giving or make use of donor advised funds, charitable annuity trusts, or other charitable planning vehicles. A number of these clients also invest in real estate development. Many of our high net worth clients have family partnerships and trusts. Clients in this area of our practice often have estate and gift tax considerations. The typical client is seeking an accounting firm with a group of professionals that understands the nuances of family offices and high net worth families and the need for privacy and confidentiality.

We are uniquely qualified to serve the retail sector because we understand the issues faced by these clients: changes in consumer demands, fraud, financing, e-commerce and cybersecurity. Our professionals collectively have over 75 years of experience serving this sector. We have the insight to help the client maximize the profitability of the business and minimize their taxes. We work closely with the client with a focus on the client’s goals.

We offer a variety of services including: audits, reviews and compilations, buy sell agreement analysis, succession and tax planning, operation reviews, inventory management, internal control surveys, mergers and acquisitions, business planning and financial reporting. Our team works in tandem with the client’s professional advisors. This collaboration with attorneys, investment advisors, trust officers, bankers, insurance representatives and financial planners allows us to create a comprehensive approach to meet the client’s goals.

Interested prospective clients begin the process by contacting our marketing director, Jill Lock, at Jill will ask many questions to better understand the prospect’s needs. She may ask the prospective client for past tax returns and financial records as this will give us a picture of the prospect’s current situation. Jill will then discuss this information with the accounting team. An appropriate leader will be selected based on the criteria discussed. The team leader will then contact the prospective client to discuss the services to be provided. We will provide an engagement letter detailing our services and then the extraordinary experience with Isdaner & Company will begin. Clients rate our professionals highly on quality, care, and responsiveness of service. We take pride in the service we offer and consider ourselves to be partners with our clients in their business endeavors.