High Net Worth Wealth Planning
Private Client Services
Nationwide Tax Planning & Wealth Preservation for Business Owners, Investors & High-Net-Worth Individuals
At Crowne Point Tax & Wealth Counsel, we provide sophisticated Private Client Services to business owners, executives, investors, and high-net-worth individuals nationwide.
Whether you need strategic tax planning to minimize liabilities or comprehensive wealth preservation strategies to protect your assets, our legal team delivers tailored solutions designed to preserve your long-term wealth.
As Seen In
Private Client Tax Services
Identify obscure tax code advantages and convert liabilities into growth.
Private Client Advisory
Grounded in the reality that affluent families face entirely different challenges than standard investors.
High Net Worth Wealth Planning
Addresses both immediate capital preservation and multi-generational expansion.
Ultra High Net Worth Planning
Delivered directly by managing member Nik Agharkar, Esq.
Complex Wealth Planning
Providing structural certainty, asset protection, and a clear long-term roadmap. We provide structural certainty, asset protection, and tax efficiency, as immense wealth attracts extreme scrutiny and highly complex liabilities. We utilise advanced domestic and international structuring to create an impenetrable legal fortress, ensuring your massive assets remain entirely untouched.
Comprehensive Tax Planning Solutions
Crowne Point Tax & Wealth Counsel merges dual-licensed legal precision with proactive tax strategy to build a bespoke financial structure around your assets.
Our Approach Covers
Pre-IPO Founders
Taking a company public triggers significant tax liabilities and personal risk. Before a major liquidity event, the right financial structure must already be in place.
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QSBS exclusions and tax-advantaged trusts implemented well before the IPO
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Smooth transition engineered from private ownership to post-liquidity wealth
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Advanced Ultra High Net Worth Planning to manage large capital influxes intelligently
Multi-Generational Families
Wealth creation is a remarkable achievement. Retaining it across decades requires tactical precision and the right structures.
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Resilient trusts that transfer wealth while bypassing probate
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Estate tax mitigation built into the family's overarching financial plan
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Ultra High Net Worth Planning for large estates and family enterprises
Sophisticated Donors
Strategic philanthropy is a highly effective tax strategy, not simply an act of generosity. We align charitable giving with long-term financial objectives.
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Donor-advised funds and charitable remainder trusts to reduce capital gains
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Strategic asset donations that serve both philanthropic and tax goals
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Charitable legacy designed to outlast and outlive the donor
Family Offices
Family offices carry institutional-level complexity and regulatory scrutiny. We provide supplementary, high-calibre Private Client Services.
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External tax audit identifying mitigation strategies your current team may miss
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Private Client Advisory embedded into daily operations for compliance
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International structuring and legal safeguards introduced proactively
Global Strategy
International Asset Protection
New Zealand Trust Structures
Domestic asset protection often falls short against determined creditors. Crowne Point Tax & Wealth Counsel integrates elite international trust structures into Private Client Services to create a global barrier around your most valuable assets.
Why New Zealand:
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Exceptionally stable legal and regulatory environment
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Foreign trust structures with full legal compliance and financial privacy
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Capital insulated from domestic litigation and hostile entities
New Zealand trusts are not a workaround, they are a sophisticated, legally sound component of comprehensive Ultra High Net Worth Planning.
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Dual-Licensed Expertise
Attorney and wealth strategist - legal execution and tax strategy work seamlessly as one.
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Proactive Planning
Not reactive adjustments. We anticipate your tax exposure before it materialises.
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Direct Access
Direct access to Nik Agharkar, not passed off to a junior team member.
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Proven Results
Execution across QSBS planning, estate structures, charitable strategies, and international trusts.
Why Choose Crowne Point Tax & Wealth Counsel?
There is no shortage of financial advisers. What sets Crowne Point apart is the integration of dual-licensed legal and tax expertise under one roof and the direct involvement of Nik Agharkar in every engagement.
Frequently Asked Questions
Secure Your Legacy
Before It Costs You More
Schedule a free, confidential tax strategy session with Nik Agharkar. We will identify the specific opportunities and risks in your current structure and outline a clear plan to protect your wealth for generations.
*Includes instant access to the 'CPT Service & Strategy Guide'