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HIGH NET WORTH INDIVIDUAL — PRIVATE CLIENT SERVICES

At OUM, we tailor our services to meet the unique needs of high net worth individuals and families. Wealth management is unpredictable and complex. You need a trusted advisor who can assist you in achieving your objectives and meeting your financial needs that go far beyond tax compliance.

Our clients include executives of Fortune 500 companies, owners of closely held businesses, successful individuals, family office investment managers, and bank trust departments that serve individuals and families with large net worth and complex tax situations.

We provide creative, technical expertise in the following areas:

  • Income tax planning and consulting
  • Stock Option and Employment Contract Review and Planning
  • Income Tax Compliance
  • Estate and gift tax planning and consulting
  • Trust and Estate accounting and compliance
  • Retirement distribution planning and consulting
  • Charitable and philanthropic tax planning strategies
  • Offshore Voluntary Disclosure Initiative

LEAD CONTACTS

Warren Chung
Warren ChungPartner – Tax Services
Steve Green
Steve GreenPartner - Tax Services
Dan Sillin
Dan SillinPartner - Tax Services
Brad Weisert
Brad WeisertPartner - Tax Services
Wendy Weiss
Wendy WeissPartner - Tax Services
Jennifer Wong
Jennifer WongPartner - Tax Services
Laura F. Gibble
Laura F. GibbleDirector - Tax Services