Family Offices

A Boutique Alternative for Sophisticated Tax Planning and Compliance

The complexities of multi-generational family wealth and ultra high net-worth individuals requires resources and technical skills often limited to large, international accounting firms. Blair, Bohlé & Whitsitt is one of Charlotte’s only local firms to offer tax planning and compliance services to single and multi-family offices. Our team of family office tax advisors provide the ideal combination of consistent, personalized attention, and technical experience working with private foundations, estates and trusts, and high net-worth alternative investment strategies.

Questions We Answer

Tax Planning and Advisory Services

What tax strategies can help me preserve wealth over multiple generations?
What is the most tax efficient way to pass my estate to my spouse?
What alternative investment strategies produce the most tax efficient results?
How can I preserve the value of large cash transactions?
How do I minimize the tax impact of large stock liquidations?
What are the tax implications of donating to a public charity versus a private foundation?
How will the timing of charitable giving impact my tax liabilities?
How do I coordinate a tax strategy with my financial and legal advisors?

Tax Preparation Services

What are my tax liabilities now and in the future?
What are the tax filing obligations of my children and other dependents?
How do I report income held outside the United States?
When do I pay taxes for domestic employees and caregivers?
How do I spread out the timing of my tax payments and avoid late fees?

Other Tax Services

How can my real estate portfolio help save money on my tax bill?
How do I obtain additional state tax credits to offset my liabilities?