How we help you
Wipfli pours decades of experience into strategies that can help you and your family at every inflection point. Whether you’re looking to scale or step back, our family office services work alongside you on your journey.
Develop a sophisticated yet flexible financial strategy.
Leverage our CPA foundation for tax preparation, filing and payments.
Keep your finances running smoothly with bill-pay services.
Prepare the next generation of leadership with business succession services.
Mitigates risks while capitalizing on new tax opportunities.
Secure your future from generation to generation
We value collaboration and clarity — and thrive on the complex. From tax compliance and management consulting to financial optimization and modernization, we can help you as your family and business evolve.
Explore our family office services
Budget and cash flow management with income statements and balance sheet preparation.
Keep your finances operating smoothly with auto, online or manual bill pay services, plus deposits, transfers and reconciliation.
We communicate with your advisors to handle your tax preparation, filing and payments for you. As a CPA-driven firm, we can help mitigate your risks and capitalize on new opportunities.
We have experiences in helping family offices with unique situations, such as divorce and trust accounting, insurance coordination, private foundation grant administration, payroll reporting and tax audit assistance.
Our team is experienced in positioning the next generation to take over family businesses. We help with executive coaching, modernizing operations and building a strong organizational structure.
Insights and Resources
EVENT | November 12, 2026
Maximize your 2026 tax strategy before year-end
Access year-end tax planning strategies worth considering before December 31. As 2026 draws to a close, now is the time to evaluate your tax and estate planning strategy before key year-end deadlines pass. Join our panel of tax professionals for a discussion addressing the questions we hear most…
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Living in a high-tax state? Explore the benefits of dual residency
Find out how to select the ideal domicile state for tax perks during retirement. Maximize your savings and plan for a secure future.
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Year-end tax strategies for high-net-worth individuals in 2026
Learn year-end tax planning strategies to reduce your taxable income, prepare a valuable asset for sale, maximize your charitable giving or take advantage of a temporary decrease in income.
Our team
Managing family wealth and business interests can become increasingly complex over time. Contact our team for help coordinating financial decisions and planning confidently for future generations.
LET'S CONNECT
With decades of experience serving executives, high-net-worth individuals and business owners, we provide insight and guidance that support confident decision-making and strengthen your legacy for generations.
