Your Partner in Building Generational Wealth
Does your CPA and Financial Advisor think beyond the numbers — helping you grow, protect, and sustain your wealth for generations?
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Closing the Wealth Strategy Gap
Our Community historically has lacked access to the advanced wealth strategies long used by affluent families. At R&M Tax and Wealth Advisors, we are closing that gap through knowledge, strategy, and partnership.
We deliver the same sophisticated tax, investment, and estate solutions once reserved for the ultra-wealthy — our approach transforms income into legacy and opportunity into ownership.
We act as a Family Office and Tax and Wealth Advisory that brings a Partner strategy to you and your current team.
Tax Advisory Expertise
Our tax advisory services go beyond compliance. We implement sophisticated strategies that reduce your tax burden, protect your assets, and align with your long-term wealth goals.
Proactive Tax Planning
Strategic year-round planning to minimize tax liability and maximize wealth retention through advanced forecasting and scenario analysis.
Tax Optimization for High-Income Earners
Sophisticated strategies including income deferral, tax-loss harvesting, charitable giving structures, and retirement account optimization tailored for high earners.
Business Entity Structuring
Expert guidance on entity selection and restructuring (LLC, S-Corp, C-Corp, partnerships) to optimize tax efficiency and protect assets.
Multi-Generational Tax Planning
Comprehensive strategies that consider family dynamics, succession planning, and wealth transfer to minimize tax impact across generations.
Tax-Efficient Wealth Transfer
Advanced estate and gift tax planning utilizing trusts, family limited partnerships, and other vehicles to preserve wealth for future generations.
IRS Representation & Resolution
Expert advocacy and resolution services for audits, appeals, payment plans, and tax controversies with federal and state authorities.
The R&M Difference in Tax Advisory
Unlike traditional CPAs who focus solely on compliance and filing, we integrate tax strategy into every aspect of your financial life. Our approach considers your business operations, investment portfolio, estate plans, and family goals to create a comprehensive tax strategy that works in harmony with your wealth-building objectives.
Our Services
We provide advanced financial strategies utilized by the ultra-wealthy
- Tax Strategy
- Tax Resolution
- Advanced Tax Planning
- Estate Planning
- Education Planning
- Generational Wealth Transfer
- Business Building
- Real Estate
- Strategic Growth
- Family Office Services
- Holistic Planning
- Partnership Approach
Our Approach
A comprehensive methodology built on trust, expertise, and long-term partnership
Strategy over Sales
Unlike traditional advisors, we design strategies, not sell investments. The result is a unified plan that reflects your current, desired, and future financial, personal, and generational goals.
Elite Insight. Simplified
Through this integrated model, R&M clients gain access to the same level of insight and precision as family offices and elite private banking clients, without the complexity, product bias, or hidden agendas.
Integrated Strategy
Our mission is to help clients achieve financial independence, minimize taxes, and preserve their legacy through a holistic approach that aligns every aspect of their financial life.
A Partnership for Life
R&M is more than a financial advisory firm — we are your strategic partner in building and sustaining prosperity. We don't measure success by short-term gains, but by the long-term impact we help you create across generations.
The Family Office Advantage
A Family Office represents the highest tier of financial stewardship — designed for individuals and families with complex assets, multiple income streams, and intergenerational planning needs.
| Function | Traditional CPA/Advisor | R&M Family Office |
|---|---|---|
| Focus | Tax compliance & Investment management | Integrated wealth ecosystem |
| Strategy | Reactive, product-based | Proactive, holistic |
| Control | Limited, transactional | Centralized governance |
| Scope | Domestic, financial markets | Global, multi-asset, multi-generational |
| Goal | Minimize taxes, grow portfolio | Preserve legacy, optimize systems |
Scope and Integration
Traditional Approach:
CPAs and advisors operate in silos — handling accounting, tax filing, or investments separately with little coordination.
R&M Family Office:
We integrate everything: tax strategy, estate planning, investments, philanthropy, real estate, and legal structures under one unified plan.
Benefit: No fragmentation. Every professional works within a shared vision aligned with your wealth preservation goals.
Strategic Tax Architecture
Traditional Approach:
Traditional CPAs focus on compliance — preparing accurate returns and minimizing taxes within the year's limits.
R&M Family Office:
We focus on optimization — structuring assets across entities and generations using trusts, charitable vehicles, and investment entities.
Benefit: You're not just saving taxes — you're designing a tax architecture that compounds wealth across decades.
Investment Oversight
Traditional Approach:
Financial advisors are typically limited to portfolio management or brokerage accounts.
R&M Family Office:
We build a multi-asset platform: private equity, real estate, alternative income streams, and institutional-level deal flow.
Benefit: Institutional-grade diversification and governance that retail advisors simply cannot provide.
Governance & Legacy Planning
Traditional Approach:
CPAs and advisors may assist with estate planning referrals but rarely coordinate execution or governance.
R&M Family Office:
We establish formal governance systems — family charters, trusts, succession plans, and education programs for heirs.
Benefit: Your vision and values outlive you; wealth is transferred with discipline, not chaos.
Global Structuring
Traditional Approach:
Most CPAs and advisors are domestic and transactional in scope.
R&M Family Office:
We handle global residency planning, jurisdictional advantages, and private banking relationships worldwide.
Benefit: Financial freedom becomes geopolitical freedom — wealth and residency are strategically mobile and protected.
Data-Driven Infrastructure
Traditional Approach:
Standard reporting limited to tax returns and quarterly statements.
R&M Family Office:
We deploy analytics and reporting dashboards to monitor total wealth performance in real time.
Benefit: You operate like an institution — tracking capital efficiency, liquidity, and return on family enterprise.
Transform Financial Management into an Institutionalized Enterprise
A Family Office replaces piecemeal advice with a governed system of wealth. It transforms financial management from reactive services into an institutionalized enterprise — where tax, investment, and legacy strategies move in synchronized precision to secure multi-generational prosperity.
Ready to Transform Your Financial Future?
You've worked hard to earn it — now it's time to make it grow. Ready to elevate but not sure where to start? Or just want to discuss?
Schedule your complimentary strategy session today
Let's Start a Conversation
Discover how together we can transform your financial future
Complimentary ConsultationWe offer a no-obligation strategy session to discuss your financial goals and how we can help you achieve them.