Katz, Sapper & Miller is dedicated to helping high net worth individuals and entrepreneurs realize their individual and family financial goals. Our approach is multidisciplinary, combining expertise in taxation, financial planning and estate planning.
We understand the issues affecting high net worth individuals and families and therefore consider a client’s total financial circumstance with a tailored array of services. Our professionals work closely with each client in design and implementation to help address legacy and succession issues impacted by taxes as well as conserve and transfer wealth to heirs and charitable organizations.
Our services include:
Contact us to learn more about how our personalized services can benefit you and your family.