Your Wealth, Our Expertise
About
SST is well-versed in the financial complexities that come with substantial wealth, and we’re dedicated to providing proactive and personalized strategic consultation and accounting services to high-net-worth individuals.
Your financial needs are unique, so SST tailors our approach according to your situation. Whether it’s navigating complex tax regulations, generational scenarios or family office management, our team is here to provide you with expert guidance. Additionally, our commitment to excellence means our team constantly stays ahead of market trends and regulatory changes, ensuring our counsel is accurate and effective.
At SST, we pride ourselves on building long-term relationships with our clients, founded on trust, integrity and personalized service. With SST, you can trust that your accounting affairs are handled with utmost precision and care, allowing you to focus on furthering your success.
Our Services
Audit & Attestation Services
- Financial statements
- Internal control evaluations
- Compliance
- Employee benefit plans for family offices
Client Accounting & Advisory Services (CAAS)
- Financial planning and analysis
- Daily accounting assistance using cloud-based platforms
- Virtual controller oversite
- CFO-level insights
- Technology implementation and consultation
- HR consultation and/or fractional HR services
Business Consulting Services
- Business plan development and operational analysis for family offices
- Sales, mergers and acquisitions
- Forecasts, projections and payroll
- Cost segregation
- Exit planning and generational wealth consulting
- Management of multiple investments and assets
Tax Services
- Estate tax
- Trust management
- Tax planning, projections and consulting
- Tax compliance reviews
- Tax controversy and IRS representation
Client Testimonials
Working With SST
As an SST client, you receive access to:
- A dedicated account team of specialized experts
- Strategic counsel from SST leadership
- Secure, cloud-based financial management systems
- Proactive identification of cost-effective opportunities and issue prevention
- Efficient and transparent processes – you’ll never receive a surprise invoice for our services