High Net Worth Individual - Accounting Services

Sweeney Conrad works with a myriad of high net worth individuals in the Pacific Northwest, including lasting relationships with some of our area’s most respected and ambitious business leaders. As a result, we understand the value of your time and will handle your finances so you can focus on what matters most to you — like running your business, managing your investments, philanthropy, traveling, and focusing on family.

Our services go beyond accounting and estate planning to meet a broader set of your needs, including:

Strategic Planning

• Define and meet financial goals
• Plan and budget for cash flow needs
• Charitable giving planning (including establishing and operating a private foundation)
• Proactive tax planning

Personal Financial Statement

• Organize financial information into statement format
• Analyze information
• Provide recommendations accordingly

Administrative Services

• Maintain your financial records in accounting software
• Pay bills, write checks, and maintain accounts
• Reconcile bank statements

Investment Performance Reporting

• Review your investments
• Monitor investment performance and make recommendations accordingly

Estate Planning

• Develop a plan that ensures a seamless transfer of your estate with minimal tax impact

Professional Resources

• Partner with your entire advisory team, including attorneys, bankers, investment advisors, and insurance specialists

If you would like to learn more, fill out the form below and a Sweeney Conrad advisor will be in touch with you shortly.