· ESTATE PLANNING · FAMILY OFFICE · SUCCESSION · WEALTH STRATEGY
Sophisticated Planning for Complex Wealth
High-net-worth individuals and multi-generational families need more than tax prep and investment accounts. Archer Lewis brings together the financial, tax, and estate planning expertise to protect what you've built and make sure it goes where you intend.
Our Approach
Wealth built over decades deserves a plan built around it.
Archer Lewis takes the time to understand what you've built, who you're building it for, and what you want to happen to it. From there, we build a plan around those answers, covering estate and gift planning, succession strategy, family office coordination, and income tax planning, so every piece works together instead of pulling in different directions.
What's Included
Private client services built around your whole financial picture
From protecting your estate to planning your succession, our private client advisors bring together every discipline your situation requires, coordinated under one roof.
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Estate, Trust & Gift Planning
Structure your estate so your assets go where you intend, with the least possible friction, tax, and family conflict.
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Family Office Services
Coordinated financial oversight for families with complex holdings, multiple entities, and multi-generational planning needs.
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Financial & Income Tax Planning
Year-round strategy that integrates your personal income, investments, and business interests into a single tax-efficient plan.
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Succession & Transfer Planning
A clear plan for how your business or wealth transfers (to family, a partner, or a buyer) on your timeline and your terms.
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Closely-Held Business
Specialized financial and tax guidance for owners of private, family-held businesses where personal and business finances are inseparable.
Private Client Services
What we handle for private clients
The advisor who knows your business should also understand your estate.
For business owners and high-net-worth individuals, personal and business finances are closely connected rather than separate. A decision about your company can affect your estate. A gift strategy can affect your tax picture. Archer Lewis brings advisors who see the whole picture and plan accordingly.
Talk to a Private Client Advisor
Common Questions
What private clients ask before they engage.
Private client services go beyond tax preparation and bookkeeping. They address the complexity that comes with significant wealth, coordinating estate plans, family entities, business interests, and generational transfers in a way that individual accounting services don't cover.
Before you think you need to. Estate planning is most effective when done proactively, before a health event, a business sale, or a family change forces the issue. The earlier you start, the more options you have and the more tax-efficient the outcome.
A family office coordinates the financial affairs of a high-net-worth family: investments, tax, estate, philanthropy, and sometimes administrative services. You don't need a standalone family office to benefit from that kind of coordinated oversight. Archer Lewis provides family office-level services without the overhead.
Succession planning starts with clarity on your goals: who takes over, when, and at what value. From there we work through the tax, legal, and financial structure that makes the transition work for both you and whoever comes next. Most owners wait too long to start. We recommend beginning 3-5 years before you plan to step away.
Yes, and we usually do. Estate planning, succession, and wealth strategy involve multiple disciplines. We work alongside your legal and investment advisors to make sure the financial and tax planning is fully integrated with everything else.
