Bregante + Company LLP is solidly grounded in the fundamentals of traditional tax and accounting services, and we provide these services as a matter of course. However, we believe that our high net worth clients especially value our service partnership approach to advising them, and in particular our creative approach to helping protect their interests during certain critical situations that call for skills outside their expertise. At Bregante, we consider and are able to consult with our clients on many aspects of their financial lives, from recurring tax planning matters to estate planning and administration, and everything in between. We join or help build the team of legal and financial advisors that will support a family as it traverses an ever-changing tax and financial landscape.
Virtually every major financial decision is also a personal decision. There is a context, a personal and family history, hopes and fears, risks and rewards, and near-term and future considerations. This context may vary dramatically from one client to another, and even within a family. We strive to understand this context, because in understanding it we are able to tailor our tax and financial advice to help each unique client make the decisions that best suit their situation and philosophy. We often become an intermediary in communicating financial decisions among family members, particularly between generations. Our experience in understanding a variety of contexts enables us to serve as interpreters, and often makes a positive contribution to family relationships.