Comprehensive Advisory Services for High Net-Worth Individuals and Families

Wealth strategies as unique as you are

High net-worth individuals and families require bespoke strategies to protect their wealth and propel it forward. Our High Net Worth Individual and Family Office goes beyond traditional wealth management—we aim to understand your financial objectives, values, and vision for the future. Whether your goal is to preserve your wealth, have a philanthropic impact, or create a legacy for the next generation, we’ll help turn your aspirations into results.

We offer a comprehensive range of services, including estate and trust planning, tax optimization, and due diligence. It’s our goal to help you minimize liabilities, maximize growth, and safeguard your wealth for generations to come.

We’re proud to say that we still work with many of the same families today that we worked with 20, 30, or even 40 years ago. Connect with our High Net Worth Individual and Family Office today to find out how we craft a tailored strategy that aligns with your values and secures your legacy.

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Our High Net-Worth, Individual + Family Office advisory services include:

  • Year-round tax planning and consulting
  • Income tax compliance
  • Wealth planning, including estate and gift tax and charitable giving
  • Family trusts
  • Retirement planning
  • Equity-based compensation and stock option planning
  • Representation before the IRS and state and local tax agencies
  • Due diligence and advice on financial transactions
  • International tax planning
  • Accounting and bookkeeping services
Let's work together

Talk to an Expert

Richard Mastrocola

CEO
Wakefield, MA

Amy Phelan

Shareholder
Wakefield, MA

Joseph Lanzi

Shareholder
Wakefield, MA

Smita Kapadia

Manager
Wakefield, MA

Heidi MacLean

Shareholder
Wakefield, MA

Jessica Clancy

Shareholder
Wakefield, MA

Jacqueline Lourenco

Director
Winter Garden, FL

Patrice Goodwin

Shareholder
Columbia, MD

Monique Blystad

Managing Director
Baton Rouge, Louisiana

Andrew Mastrocola

Senior Associate
Wakefield, MA

Jacklynn Larson

Associate
Buena Vista, VA

Pleasure to work with

We have been doing business with Tonneson for over seven years.  Their team is easy to work with and very punctual at meeting deadlines. They are very knowledgeable and informative. On my behalf, I work closely with Joe Lanzi, Rick Mastrocola, and Marie Doucette. They are a pleasure to work with. Our Controller interacts with several members of the audit and tax teams and is very pleased with the services they provide.
—Charlie Masiello | Director, Crystal Motor Express

Valuable business partner

We’ve been working with the team at Tonneson + Co for over 35 years. Their work is timely and accurate, and they are a pleasure to work with. Their team stays current on tax and estate laws, always putting client concerns first. Tonneson is a valuable business partner, playing a key role in our success.

—Michael Tamasi | President & CEO, Accurounds

Financial experts

We have been a client of Tonneson since 1988. We are a small family Logistics company that requires specific financial needs. We have always relied on Tonneson to provide the financial expertise necessary to secure the financing for working capital and equipment purchases. We have gone through several audits and because of the detailed auditing process that Tonneson provides, our experience has been painless. They have been responsive to all our requests and needs. Our business continues to grow and knowing we have Tonneson as our financial partner makes the journey a little easier.

—Michael O'Brien | CEO, Eagle Air Freight, Inc.

Sound financial advice

We have been a client of Tonneson for four decades. We have always received sound financial advice and excellent accounting services over the years. We consider Tonneson to be one of our highly trusted partners.

—Steven Tamasi | President, Boston Centerless

Valued and strategic partner

I consider Tonneson a valued and strategic partner of Signet.

—Bradford Caron | President, Signet

Connect with Boston's Trusted Accountants

Whether you’re an individual, a privately-held business, or a non-profit, our team can help you.

Get the conversation started with our experts today.