Family Office &
High-Net-Worth Individuals

Your family’s most valuable assets must be treated with the highest level of integrity and diligence. Whitley Penn offers strategically tailored solutions that perfectly fit your family office and/or family-owned business’s specific financial needs. At Whitley Penn, we believe in protecting your assets for generations to come as it relates to your family-owned business and succession planning.

What We Do

We provide a number of services specific to each industry of focus. See below to learn more about a few that we have chosen to highlight. Contact an advisor to learn more.

Tax

  • Crafting efficient tax strategies
  • Estimating and minimizing tax liability exposure
  • Structuring cash distributions that are not taxed as dividends
  • Emphasizing tax-efficient asset liquidation

Consulting

  • Developing stock option plans
  • Assisting family business owners in selecting the right organization structure
  • Developing business succession plans
  • Emphasizing flexible operating agreements
  • Valuating existing businesses
  • Implementing qualified plans

Meet the Team

Meet the Team

Kristen Sayegh

Tax Partner

Shane Miller

WPWealth Partner

Jeff Lawlis

Audit Partner

Wealth ManagementWPWealth

Build & Protect Generational Wealth

Learn more about financial planning, investments, insurance and estate planning, with WPWealth.
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Thought Leadership

In today's rapidly evolving business landscape, staying ahead of the competition is crucial for companies to thrive. By engaging with Whitley Penn's thought leadership content, you can stay updated on the latest trends, best practices, and emerging technologies. This not only helps you make informed strategic decisions but also positions you as an industry leader in the eyes of your customers and stakeholders. Explore Whitley Penn's extensive collection of valuable resources and discover the ones that are specifically relevant to you.

We look forward to
working together

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Questions? Contact an advisor.

Contact an Advisor

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