Trusted Advisory Services for High Net Worth Individuals

Managing complex financial affairs requires more than tax preparation — it demands strategy, coordination, and foresight. At PYA, we bring the depth of a national accounting and advisory firm with the discretion and personal attention trusted by high-net-worth individuals (HNWIs) and family offices nationwide.

We understand the intricate interplay of investments, income streams, trusts, and entities that define substantial financial portfolios. Our integrated approach to planning, compliance, and advisory services helps you minimize tax exposure, preserve your legacy, and align each decision with your long-term goals. Whether you’re navigating a liquidity event, structuring intergenerational transfers, or optimizing philanthropic impact, our advisors deliver clarity and confidence grounded in independence and experience.

Our Services for High-Net-Worth Individuals

Tax Planning & Compliance

Comprehensive individual income tax planning and preparation
Multi-state and international tax compliance
Tax strategy integration with investment portfolios and business holdings
Coordination with family offices, attorneys, and financial advisors
IRS and state audit representation
Strategic review of charitable giving and philanthropic structures

Estate Planning

Estate, gift, and trust tax return preparation
Wealth transfer and succession planning
Family entity and trust structuring
Coordination of generational wealth strategies
Charitable trust and foundation planning
Marital and life transition planning

The PYA Difference

Over our 40-year history, PYA has consistently delivered high-value advisory services to our national client base. Our team is deployed to develop custom plans using proven approaches and work plans.

Independence

Private ownership means we answer only to our clients, not to third-party investors, giving us the freedom to be thorough and thoughtful in our work. We judge our success by our clients’ success.

Relationships

We value long-term relationships and work hard to maintain them. Our commitment to client relationships and the communities we serve remains constant.