A Focus On You

Financial Planning and Asset Management for the Successful Individual

Our personal accounting services team knows there is more to private wealth management than simply the accumulation, protection and transfer of wealth. Estate planning, complex tax strategy, transaction services, income shelter and wealth planning are all important.

As a successful individual, you have specific needs and goals for financial planning and asset management that are influenced by many forces. Business and investment decisions should be reviewed regularly, in the context of the impact on your personal family wealth planning. After all, the objective is to achieve personally focused goals facilitated by good business and investment decisions.

High-Value, High-Touch Association

Armanino’s private client services help you best utilize the planning strategies that will accomplish the legacy you envision. As part of our personal accounting services, we’re also here to be a sounding board, so that you can maximize unique opportunities as they arise. Our private accounting expertise will help you realize your long-term goals and far-reaching plans, so that your legacy can grow even beyond what you initially conceive.

International Tax

Support Wherever You Are

Tax is an inescapable dimension of almost every jurisdiction where an individual or company conducts business. Our international tax experts have helped numerous individuals mitigate tax risk and address cross-border tax issues. We can assist with your international tax planning.

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Individual tax planning services
Individual Tax Planning
Balance Changes in Your Business and Your Family Life
The tax decisions you make today can affect all aspects of your professional and personal life. We make it a priority to understand what you have in mind for your company, your family and yourself.
Family office services
Family Office
Right People, Right Capabilities
Every family has a unique set of needs that can change very quickly, and our family office specialists take the time to really get to know you and your family's specific goals and challenges. We ensure your wealth and values will transfer on to the next generation in an organized way.
Trust & Estate Tax Planning
Trust & Estate Tax
Protecting Your Wealth for the Future
Reaching your financial goals starts with taking a serious look at your situation. When we undertake estate tax planning with you, we talk about upcoming life events to help determine the most appropriate plan for accomplishing your goals. And, if you don't yet know where you want to be financially in the next five, 10 or 20 years, we can assist you with that, too.
Experts
John Karls - Partner, Tax - Dallas TX | Armanino
Partner
John has more than 20 years of experience consulting with successful individuals, families and closely held businesses.

Dallas, TX
Mark Baumohl - Partner, Tax - Los Angeles CA | Armanino
Partner
With over 35 years of public accounting experience, Mark serves high-net-worth individuals.

Los Angeles, CA
Pamela Dennett - Tax | Armanino
Partner
Pam has over 30 years of expertise in the estate, gift and trust tax area.

Dallas, TX
Private Wealth Resources & Insights
Blog articles
Article
Understand the different tax implications before putting your home on the market.

September 14, 2021
Inherited IRAs, Roth IRAs and Qualified Plans Under the SECURE Act: Estate Planning Considerations
Article
Account owners should confirm that their estate plan will execute as desired under current SECURE Act laws.

September 13, 2021
Regulatory and Industry News Alerts from Armanino
Article
The $3.5 trillion spending package includes universal pre-K, free community college and paid family and medical leave.

September 09, 2021
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If you have any questions or just want to reach out to one of our experts, use the form and we'll get back to you promptly.