Our goal is to minimize our clients’ tax burdens, increase opportunities for future growth and preserve wealth.

The professionals at CostaRothbort place great value on the enduring relationships we have developed serving high net-worth individuals, their families and family businesses. We practice the utmost discretion, working with our clients as tax advisors and partners, as well as a key member of the client’s business consulting team, collaborating with bankers, investment managers, lawyers, insurance professionals and others.

Whether meeting the need for financial controls, stability and simplicity or providing concierge style services designed to deliver financial security, we employ a customized strategy that best reflects each client’s specific lifestyle and wealth-management goals.

Financial planning, asset management and legacy concerns of high net-worth individuals and their families are unique. With a high level of transparency and trust, our professionals offer assistance to better understand each client’s financial outlook; we provide an objective sounding board and strategies to realize long-term and far-reaching goals and objectives.

• Analyzing and implementing tax saving strategies
• Cash-flow forecasting and budgeting
• Charitable gifting strategies
• Coordination among trusted advisors
• Education planning
• Estate and trust tax compliance and planning
• Executive compensation planning
• Family office services
• Individual income tax compliance and planning
• Multi-generational wealth transfer planning
• Private foundation compliance and planning
• Retirement planning
• Risk assessment, life insurance evaluations and strategies