Akram Exceeds the High Expectations of High Net Worth Individuals 

We understand that our high net worth (HNW) individual clients have unique challenges and high expectations. Akram helps our clients meet their unique challenges and high expectations by staying ahead of ever-changing tax codes that affect their ability to protect and grow their wealth. Akram provides our high net worth clients peace of mind. We offer carefully tailored planning and exceptionally responsive communications that only a boutique firm like Akram can deliver. 

We provide niche financial planning, estate planning, and Family Office consulting services.

Akram’s Accounting Services tailored to the Ultra Wealthy include:

• Estate Planning

• A charitable Remainder Trust and Donor-advised Fund

• Tax Planning

• Expatriate Tax Services

• Personal Financial Planning

• Retirement Planning

• Individual Retirement Account (IRA) Advisory Services

• Education Planning Services

• Annuity Services

Ultra Wealthy Client Events

Akram frequently sponsors events across the country that are relevant to High Net Worth Individuals, Family Offices, and Alternative Investment fund managers, such as Opal Group’s Family Office & Private Wealth Management Forum 2022.

Protect What's Important to You

Our goal is to help our wealthy clients protect and grow their wealth, prudently. We'll be your trusted partner, so you can focus on what's important to you.

Learn More

• Industry Events & Conferences
• Gift & Estate Planning (PDF)