High Net Worth Individuals & Family Offices In Orange County CA

You worked hard to accumulate your wealth, but face the challenges of understanding how best to protect what you have worked so hard to acheive. Planning for your family’s financial future is not just for the one-percent; it’s important for everyone.

At O’Connor & Yu, LLP, we help you navigate the increasingly complex tax environment, transfer wealth strategically, and make sure your assets are protected.  We’ve developed relationships with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term Estate Plan that meets the indvidiual needs of every client. We work with you to address the complexity in your life.

Here’s what we do for you:

• Individual tax return preparation
• Trust, estate, fiduciary, and gift tax return preparation
• Closely held business tax return preparation
• Tax projection for closely held busiensses, individual, family, estate and trust
• Estate and gift planning
• Succession Planning
• Outsourced accounting
• Business advisory

You Can Count on Us.

Our specialized knowledge of individual and family office taxation has helped many clients, and we’re ready to help you.