In addition to accounting, tax and financial services, we specialize in estate and trust planning and administration, and trustee services. We provide creative solutions for your unique set of circumstances and needs.
Full range of tax planning and preparation services
Dynasty Trusts, Charitable Trusts, Estate & Gift Planning, Estate & Trust Administration, Teton Estate Capital Management, Family Office, Wyoming Residency Consultation
Full accounting services
Cost Segregation Analysis, FLP, LLC, Profit Enhancement
Family Limited Partnership Planning, Limited Liability Company Planning, Investment Advisory Review, Participation in Private Equity Investment
Shared Family Office, Shared Executive Office Space