Family Office &
High-Net-Worth Individuals
Your family’s most valuable assets must be treated with the highest level of integrity and diligence. Whitley Penn offers strategically tailored solutions that perfectly fit your family office and/or family-owned business’s specific financial needs. At Whitley Penn, we believe in protecting your assets for generations to come as it relates to your family-owned business and succession planning.
What We Do
We provide a number of services specific to the family office industry. See below to learn more about a few that we have chosen to highlight. Contact an advisor to learn more.
Tax
- Crafting efficient tax strategies
- Estimating and minimizing tax liability exposure
- Structuring cash distributions that are not taxed as dividends
- Emphasizing tax-efficient asset liquidation
Consulting
- Developing stock option plans
- Assisting family business owners in selecting the right organization structure
- Developing business succession plans
- Emphasizing flexible operating agreements
- Valuating existing businesses
- Implementing qualified plans
Meet the Team
Wealth ManagementWPWealth
Build & Protect Generational Wealth
Learn more about financial planning, investments, insurance and estate planning, with WPWealth.
