At Lancaster & Reed we offer our high net worth (HNW) individual and international families concierge level services. We are keenly tuned in to our HNW client’s need for a comprehensive and seamless solution to accounting, taxation & tax planning, investment performance reporting, risk management and estate planning needs. Our goal is to work with our HNW client’s and their advisors to provide a comprehensive and strategic approach to each client’s unique situation. We assist all members of the team in handling the routine as well as complex tasks to make our client’s lives more enjoyable and stress free.

Services offered:

  • Accounting
    • • Household bill payment.
      • Household payroll taxes.
      • Assistance with major purchase and financing arrangements.
      • Assistance with establishing bank relationships and accounts.
      • Household & personal financial statement preparation including tracking of tax deductible expenses and charitable giving.
  • Tax Services
    • • Individual, partnership, corporate & trust tax return preparation.
      • Facilitation of tax payment.
      • Personal & business tax consulting.
      • Obtaining taxpayer identification number (TIN), Form W-7.
  • Investments
    • • Receipt and management of investment statements.
      • Periodic independent performance evaluation.
      • Coordination with investment advisor.
      • Investment tax strategies.
  • Risk Management
    • • Assist client in evaluating insurance coverage and needs.
      • Coordination with counsel to ensure asset protection through proper holding structures.
  • Estate planning
    • • Trust and estate administration assistance.
      • Coordination of gift and estate planning with counsel.
  • Personal services
    • • Mail opening and evaluation
      • Registered agent services