Successful executives and other wealthy individuals can be so busy working and making a living that they may not have time to adequately plan for their financial future. AH&M is highly skilled in handling personal accounting and financial matters.

Our professionals often work with other professional advisors to handle legal, insurance and wealth management needs. Further, AH&M can offer unbiased insights and evaluation of investment managers, attorneys, insurance agents and other service providers.

We provide a range of services for executives, including:

  • Tax compliance and planning
  • Estate planning
  • Gift planning
  • Cash flow and budgeting
  • Retirement planning
  • Debt restructuring (real estate and other assets)
  • Insurance/risk management
  • Financing children’s education
  • Stock option planning