Founded in 1986, McCabe Heidrich & Wong, P.C. provides tax and financial services to high net worth, high income individuals and their related entities including trusts, estates, partnerships and private foundations. Our primary services include tax compliance, planning and consulting relating to income, gift and estate taxation. Our capabilities include business succession and transfer planning, wealth preservation and family office services. Our client base includes directors, officers, executives of publicly-traded corporations, and owners and executives of hedge funds and private equity funds.
From inception, we have provided our clients with the highest quality of service. As a result, a majority of our clients and their descendants have been with us for decades. Our growth is fueled by our level of service which leads to referrals from clients, as well as attorneys, investment managers and bankers with whom we do business.