Families & Individuals of Wealth

At Rose, Snyder & Jacobs, we understand that while wealth brings opportunity, it also brings a unique set of challenges. Our Family Wealth Services group is dedicated to helping families and individuals to navigate these challenges, and assists clients in planning for the growth, preservation, deployment, and transfer of wealth.

The aspirations of each client are unique. That’s why we focus on understanding what is truly important to each individual and family that we serve. Rose, Snyder & Jacobs is second-to-none when it comes to tax-minimization strategies for asset growth, protection, and transfer. But even with that, we have always known that something was missing from traditional estate planning for high-net-worth families.

More important than preparing an estate to earn a consistent rate of return, or shifting assets to minimize taxes and capitalize on loopholes, is preparing a family to make and endure wealth transitions.

We place a great deal of attention on the values, principles, knowledge, relationships, and abilities that are responsible for generating a family’s wealth in the first place. Our values-based model for wealth transition enhances traditional estate planning practices. This model is built on the five capitals Founding Partner, Tony Rose wrote about in his book Five Eyes on the Fence: human, intellectual, social, structural, and of course, financial capital.

While we specialize in tax and accounting, our values-based model enables us to also act as trusted advisors to high-net-worth families, helping them coordinate the efforts of other members of their advisory team. We understand the role that advisors play in supporting families, and we work to ensure each party acts together in pursuit of our clients’ interests.





Values-based Wealth Transition Model Whitepaper




Our Family Wealth Services include:

  • Federal, State and Local Tax
  • Estate and Trust Tax
  • Gift Planning
  • Succession Planning
  • Retirement Planning
  • Tax Authority Representation
  • Investment Performance Monitoring
  • Dispute Resolution

  • Business Management
  • Bookkeeping
  • General Ledger Maintenance
  • Back Office Management
  • Brokerage Accounting

  • Family Estate Planning
  • Family Succession and Legacy Planning
  • Intergenerational Wealth Transfers
  • Philanthropic Planning and Family Foundations
  • Family Office Planning and Implementation
  • Family Governance

Key Contacts

Tony Rose

Senior Partner
trose@rsjcpa.com

Rebecca Snyder

Tax Partner
rsnyder@rsjcpa.com

Julie Choi

Partner
jchoi@rsjcpa.com

Craig Frye

Partner
cfrye@rsjcpa.com

Services

Families of Wealth Info Sheet

Individuals of Wealth Brochure