High Net-Worth Individuals

Sansiveri is dedicated to helping high net-worth individuals and their families optimize and secure their personal wealth. Using a team approach, we offer a range of tailored options designed specifically to meet your family’s need through prepared plans and strategies. Working together helps ensure that a lifetime of asset accumulation is protected now and for future generations.

Tax Services
Individual income tax planning and compliance
Estate, gift, and trust income tax planning and compliance
State and local tax planning
Tax controversy assistance
Financial Planning
Cash management including budgets and cash flow projections
Investment management
Charitable giving and philanthropy planning and administration
Life Insurance planning and analysis
Retirement planning
Education planning
Estate and Asset Protection Planning
Review of estate planning documents
Trust planning
Family wealth transfer planning
Business succession planning
Postmortem tax planning
Work closely with legal counsel to title assets in order to protect against lawsuits and creditors

High Net-Worth Individuals

Sansiveri understands the issues affecting high net-worth individuals and their families. We consider a client’s total financial circumstance with a tailored array of services that is multidisciplinary, combining our expertise in taxation, financial planning, asset protection planning and estate planning.

We design an individualized strategy that concentrates on preserving your net-worth by staying proactive, minimizing tax liabilities, and managing your cash flow. We focus on your goals through frequent communication and by implementation of an overall comprehensive plan, to limit, if not avoid altogether, any unexpected surprises along the way. Our team of experienced professionals is positioned to offer advice and guidance to assist you in the growth, preservation and transfer of your assets. For more information, please contact Anne M. Pisaturo, CPA, MST at 401-331-0500 ext. 576.

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