High Net Worth Individuals


High Net Worth Accountants

Weinstein Spira has become a valued and discreet advisor to many individuals who have built wealth. We meet with our clients throughout the year to consult with them on tax payments and reporting, tax minimization, estate planning and to review their financial statements.

Some of our clients come to us first as business owners in a variety of industries. They choose us for tax-efficient reporting and consulting, audit and attest services or general business advice. As their businesses grow, the owners and executives of those companies also choose Weinstein Spira for individual services because they trust our knowledge and appreciate our loyalty.

Our high net worth accounting services include:

  • Estate planning
  • Family office services
  • Personal tax consulting
  • Business transitions
  • Wealth transfer options

When choosing Weinstein Spira, our high net worth clients gain a confidential and comprehensive approach built from the trust of many clients who retain our team even after a business sale or transition — often referring family and colleagues.

To experience a comprehensive approach to tax minimization and wealth preservation, contact Tax Shareholder Homer Carrillo.

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