Comprehensive Advisory Services for High Net-Worth Individuals and Families

Wealth strategies as unique as you are

High-Net-Worth individuals and families require customized financial strategies to protect and grow their wealth. At Tonneson + Co, our High-Net-Worth Individual and Family Office practice goes beyond standard advisory services-we take the time to understand your unique financial objectives, values, and vision for the future. Whether your goal is to preserve your wealth, create a philanthropic impact, or establish a lasting legacy for future generations, our High-Net-Worth advisory team will 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.

Explore Our Comprehensive High-Net-Worth Advisory Services:

Tonneson + Co offers a full suite of tax advisory services tailored to meet the unique needs of High-Net-Worth individuals and families in Boston and beyond. Our advisory services include:

  • Year-Round Tax Planning and Advisory: Continuous tax planning to minimize liabilities and optimize your wealth.

  • Income Tax Compliance: Ensure full compliance with income tax regulations while maximizing your financial efficiency.

  • Wealth Preservation and Legacy Planning, Including Estate, Gift Tax, and Charitable Giving: Comprehensive planning covering estate, gift taxes, and charitable contributions to preserve and grow your wealth.

  • Family Trusts: Secure and manage your family's wealth through expertly structured family trusts.

  • Retirement Planning: Tailored retirement strategies to ensure your financial security in later years.

  • Equity-Based Compensation and Stock Option Planning: Optimize the value of equity-based compensation and stock options in your financial portfolio.

  • Representation Before the IRS and State and Local Tax Agencies: Professional representation to protect your interests during audits and disputes.

  • Due Diligence and Advice on Financial Transactions: Expert guidance to ensure that your financial transactions are sound and beneficial.

  • International Tax Planning: Navigate the complexities of global tax regulations to optimize your international assets and available tax strategies for US taxation of foreign income

  • Accounting and Bookkeeping Services: Accurate and efficient accounting and bookkeeping services to manage your finances seamlessly.

Each of our High-Net-Worth advisory services is designed to help you achieve your financial goals while safeguarding your assets for future generations. Our team of advisors is ready to provide personalized advice and strategies tailored to your unique needs. Let's work together to create a comprehensive financial strategy that aligns with your vision and secures your legacy. Contact us today to learn more about our advisory services.

Partner with Our High-Net-Worth Advisory Team Today

Meet Our High-Net-Worth Tax Advisory Experts

Our team of professionals is here to provide you with personalized advice tailored to your unique financial goals. Whether you're planning for retirement, managing a trust, or navigating complex tax situations, our advisors are ready to help you secure your financial future. Reach out today to start a conversation about how we can assist you.

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.