High Net Worth


We Make Life Easier

Whether you are an entrepreneur, large business owner, executive, or high net worth family, it’s important that you employ the most effective tax mitigation and planning strategies and arrange for your family’s future. Changing tax laws and insurance needs, as well as the complications of growing, preserving, and passing on wealth, makes it critical to work with an organization that is professional, discrete, and can anticipate all the challenges you might face.

At Stratagem, we prioritize the importance of building a relationship of trust with our clients. That means we get to know you so we can tailor a personalized approach to meet your individual and family financial goals. Everyone’s situation is unique, and we are dedicated to joining your team of advisors to provide a customized solution for you. Our approach is comprehensive and multidisciplinary, as our team combines expertise and years of experience in compliance, reporting, and tax, retirement, and estate planning.

We have an array of services to build a customized plan for you. They include:

Tax Services Our experienced tax team is dedicated to helping clients address tax filing and planning concerns and minimize tax liability. Our services:

  • Tax returns- Preparing company and individual tax returns to maximize tax savings for you and your business
  • Tax planning for your income, estate, generation skipping, and gift tax needs
  • Succession planning and business owner exit strategies
  • Estate and gift planning- Helping you develop efficient and effective gifting strategies to meet both your family and philanthropic goals

Accounting Services Our accounting team can provide support or assume the role of your internal accounting team to ensure you have accurate and timely financial reporting, including:

  • Monthly bookkeeping data entry
  • Accounts payable and accounts receivable
  • Monthly reconciliations – bank accounts, investment accounts, credit cards etc.
  • Reconciliation of third party software to QuickBooks
  • General ledger review
  • Financial statement preparation
  • Cash flow budgets and forecasting
  • Payroll processing and payroll tax return filing including year-end W-2s
  • Workers’ compensation audits
  • Sales and use tax reporting
  • Annual report filing
  • Maintaining property listing and complete annual personal property filing
  • 1096/1099 & 1098 reporting
  • QuickBooks assistance and training

IT Services – We pass on our technology expertise to you to make sure that your systems run smoothly and that your information is secure and safe from hack. Our team can help with:

  • Technology Consulting Services
    • General technology – hardware, software, and network setup
    • Strategic Technology Planning
    • Technical project management and implementation
    • Current technology assessment
    • Written policies and procedures
    • Security and risk assurance
  • Managed Services
    • 24/7/365 monitoring and maintenance of your systems and servers
    • Disaster recovery and backup for business continuity
    • Expert support, both onsite and virtually
    • Firewall and security management
    • Cloud computing and virtualization
    • Virtual CIO services
  • Enterprise Content Management  (ECM)
    • Sharepoint

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Focus Area Detail

ADDITIONAL FOCUS AREAS