High Net Worth Individuals

Delap offers a complete range of tax and advisory services to help high net worth individuals protect and grow their hard earned assets. That's why we work hard to assist you in developing a long-term financial plan. We make sure our clients understand the importance of creating wills, having adequate insurance coverage for their spouses and children, and developing long-term financial goals. No matter what your financial picture, our goal is to help you manage your wealth strategically, so you can relax and enjoy your prosperity today and into the future.

Services

College savings plans
Debt reduction
Estate tax planning
Family limited partnerships
Fiduciary tax return preparation
Gift planning and return preparation
Personal financial planning
Personal financial statement preparation
Retirement planning
Tax return preparation