High net worth families require a level of commitment and knowledge that many firms are just simply unable to provide. As a boutique firm that caters to your specific needs, Perlson LLP’s deep rooted experience will prove that we have the trust, insight and management strategies to handle your unique situation. Our firm is known for our exceptional guidance in the areas of complex taxation, asset protection, financial and estate planning.

  • Individual Tax Planning & Compliance
  • Business Tax Planning & Compliance
  • Trust Tax Planning & Compliance
  • Estate & Asset Protection Planning
  • Gift Planning
  • Charitable Planning
  • Net Worth and Cash Flow Analysis
  • Coordination of Client Advisory Team
  • Business Management
  • Family Office Support