High Net Worth Individuals

Overview

High net worth individuals and their families often require a discreet and knowledgeable advisor to assist them with complex financial transactions and related tax implications. Shea Labagh Dobberstein has a multi-disciplinary team of experienced specialists to guide them through such situations, and help them manage, preserve and transition their wealth, ensuring their continued financial success.

A portfolio of high net worth services is available that can be customized to fit your individual needs. Many of these services complement each other, heightening their individual effectiveness and allowing us to seamlessly maintain and enhance your wealth. SLD has experience working with some of the Bay Area’s most prominent individuals and families, and their trusts and estates. Since 1944, generations of clients have remained with the firm and continue to depend on SLD as a valued advisor.

SLD professionals are more than just independent accounting experts. They meet with clients regularly throughout the year to help them understand their financial outlook. Their personalized and integrated approach offers solutions and strategies to realize clients’ objectives. The firm’s staff collaborate with clients’ other professional advisors. However, SLD is connected to the Bay Area’s top bankers, lawyers and other professionals if outside resources should be sought. Staff will work closely with each client to craft a long-term plan of action that makes the most of your time and money, and encapsulates what matters to you.