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High-Net-Worth Individuals: Take Control of Your Wealth

Tax and wealth strategies designed to preserve and grow your income not just for today, but for future generations.

Start Your Journey

Helping High-Net-Worth Individuals

Reduce Income Tax Liability

 

Explore Alternative Assets



Plan 2-3 Years in Advance

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Why Compound?

High-net-worth individuals deserve more than generic advice, they deserve a world-class team in their corner.

At Compound, our tax and wealth management experts work together to deliver multi-disciplinary strategies that minimize your tax burden and optimize long-term outcomes.

We don’t just plan for next tax season.

We help you look 2–3 years ahead, so you can stay proactive, not reactive.

The Compound Process

Infinity loop showing Compound’s process: Discover, Plan, Execute, Review, with a central hub labeled Compound & Expand.

The Result: A synchronized flywheel of insight and execution—all coordinated by one partner.

  • Discover
    & Diagnose
  • Integrate
    & Plan
  • Execute
    & Automate
  • Review
    & Optimize
  • Compound
    & Expand
  • Discover
    & Diagnose

    • Deep-dive intake on goals, entities, cash flow, risk, and lifestyle priorities.
    • AI-powered bookkeeping clean-up so we’re working from accurate, near-real-time data.

  • Integrate
    & Plan

    • One interdisciplinary team (tax, wealth, accounting) builds a single, multi-year plan.
    • Entity structuring, tax maps, investment policy, estate roadmap—all aligned on day one.

  • Execute
    & Automate

    • AI handles reconciliations, data pulls, and rule-based alerts; experts oversee and adjust.
    • 48-hour close target gives the leadership team “live” numbers for faster decisions.

  • Review
    & Optimize

    • Quarterly strategy checkpoints + always-on chat/video access.
    • Scenario modeling for new ventures, liquidity events, or family changes.

  • Compound
    & Expand

    • Savings roll into investments; investments generate new planning opportunities.
    • Trust & estate, philanthropy, and advanced strategies layer in as wealth scales.

FAQs

By taking a multi-year approach to tax planning, we are able to help our clients keep an eye to the future with their financial planning, avoiding unnecessary taxes.

In addition to wealth management, the Compound team specializes in tax advisory and accounting, enabling our clients to leverage an integrated approach to their wealth journey that ensures no opportunity is missed.

We combine the depth of a tax and accounting firm with the coordination mindset of a family office. Our team brings expertise across tax planning, bookkeeping, payroll, and advisory — supported by AI‑driven systems that keep information accurate and accessible. For clients with complex holdings or multi‑generational goals, we act as the central hub, collaborating with attorneys, investment advisors, and other specialists to ensure every decision is connected and nothing falls through the cracks.

High-Net-Worth Individuals, Ready to Start Your Wealth Journey?

Reach out to our team today to take the first step.

Start Your Journey