Family Wealth Services

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.

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 allowed for wealth creation in the first place. Our values-based model for wealth transition enhances traditional estate planning practices. Our values-based model for wealth transition utilizes the five core capitals discussed in RSJ Founding Partner, Tony Rose’s book, Five Eyes on the Fence. Our method enhances traditional estate planning practices by leveraging human, intellectual, social, and structural capital to support and promote a family’s financial capital.

While we specialize in tax and accounting, our Values-based model also enables us to 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.

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

  • 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