At Plante Moran Wealth Management, our personal tax practice is solely focused on providing integrated tax solutions to high net worth individuals, families, entrepreneurs, and corporate executives.
Our goal is to help you manage and mitigate your tax obligations and optimize your wealth. This means we can proactively factor income, trust, and transfer tax considerations into your wealth management plan and help to identify and build thorough, informed strategies that make the most of the opportunities available to you.
Our robust tax planning practice is backed by the resources and support of our nationally ranked CPA firm, spanning national, state, local, and international disciplines, which ensures our wealth advisors deliver fresh, innovative insights and inform you of regulatory changes that will impact your plans and portfolio as they emerge.
