Wealth strategies for a lasting legacy
We recognize that high net worth individuals and family groups require a unique level of financial expertise and personal service. Our team of tax accountants specializing in this area undergo continuous training in key aspects of navigating complex tax regulations to provide you with the most up to date strategies for your financial and tax planning.
What we do
Working in conjunction with your team of legal and investment advisors, we focus on long term strategies to minimize income tax and preserve family wealth.
Services Offered:
- Federal, state, and local tax planning & compliance
- Estate, gift, and trust tax planning
- Family wealth transfer and succession planning
- Charitable and philanthropic planning & administration
Susan B. Windle
CPA, MST, Partner
Susan B. Windle leads Sansiveri’s High Net Worth & Family Groups practice, bringing over three decades of experience in guiding individuals and families through complex financial decisions. She advises on tax strategy, wealth preservation, estate planning, and succession, tailoring her counsel to each client’s unique needs. Susan is a trusted advisor known for her thoughtful approach and long-term perspective.
Your next successful business venture starts now with Sansiveri.
From strategy to execution, we’re here to guide your business with clarity and confidence. Connect with our experts today!