High-Net-Worth Individuals

High-net-worth individuals and families face a tax picture that touches nearly every part of financial life — investment income, multi-state residency, trusts, philanthropy, and the events that reshape a balance sheet. Moore & Farrington provides coordinated tax planning and preparation for individuals whose situation demands more than a once-a-year filing.

We model the tax consequences of a sale, a windfall, a relocation, an inheritance, or a restructuring before it happens — so the decision is made with the after-tax outcome in view. For clients with income, property, or business interests in more than one state, we manage residency, sourcing, and the filings that follow. We coordinate with the client's other advisors — attorney, investment manager, trustee — so the tax position reflects the full plan, not just one piece of it.

The work is personal and long-term. Many of our individual clients have been with the practice for years, carried forward from Price & Farrington. The standard is simple: proactive, specific planning, returns that hold up, and an advisor who picks up the phone when it matters.