Protect What Matters Most with Personalized Wealth & Estate Planning
Managing family wealth and planning for its transfer requires more than legal documentation—it calls for foresight, tax strategy, and a clear vision. At Harper Advisors, we offer comprehensive Family Wealth & Estate Planning services that go beyond traditional wills. From minimizing estate taxes to structuring trusts and guiding family financial continuity, we ensure your wealth is preserved, protected, and passed on according to your wishes.
Why Choose Us for Family Wealth & Estate Planning?
Tax-Efficient Legacy Structuring
We specialize in minimizing estate, gift, and generation-skipping taxes while maximizing wealth continuity.
Tailored Family Office Services
From trust formation to philanthropic planning, we align every strategy with your family’s financial values and goals.
Multigenerational Guidance
Our team works across generations to create sustainable plans that adapt to evolving family dynamics and tax laws.
Seamless Collaboration with Legal Advisors
We coordinate closely with attorneys and fiduciaries to ensure every plan is holistic, compliant, and complete.
Our Family Wealth & Estate Planning Services Include
Comprehensive Estate Tax Planning
Customized strategies to reduce estate tax liabilities while preserving control and flexibility.
Trust Structuring and Administration Support
Guidance on the formation and management of revocable, irrevocable, and specialized trusts.
Gifting Strategies and Wealth Transfers
Tax-advantaged gifting plans to children, grandchildren, or charitable entities with full IRS compliance.
Succession Planning for Family-Owned Businesses
Planning for leadership transition, ownership structuring, and wealth continuity in closely held companies.
Our Proven Process for Estate and Wealth Planning
We follow a structured process to ensure efficient and accurate tax planning and preparation for our clients.
Our streamlined approach ensures transparency, Harper Advisors, and compliance.
Step 1: Discovery & Legacy Goals Session
- We listen and learn about your financial situation, family dynamics, and legacy objectives.
Step 2: Asset Review & Tax Impact Assessment
- Our experts analyze your assets and evaluate tax exposures across federal and state levels.
Step 3: Plan Development & Strategic Structuring
- We create a personalized plan that includes trusts, gifting structures, and future ownership transitions.
Step 4: Implementation & Ongoing Review
- With legal coordination, we implement the plan and review it periodically to adjust for legal, financial, or family changes.
What Our Clients Say
Preserve Your Legacy.
Empower the Next Generation.
Estate and wealth planning is not just about wealth—it’s about vision, responsibility, and family. At Harper Advisors, we help you make informed decisions that protect your legacy, reduce your tax burden, and empower the people who matter most.
Focus on Growth.
Leave the Accounting to Us.
Whether you’re a new entrepreneur or an established company, reliable accounting is key to long-term success. At Harper Advisors, our full-spectrum accounting services save you time, reduce stress, and give you the financial visibility you need to grow with confidence.
