High-Net-Worth

A connected approach to managing your wealth.

As your wealth grows, your tax picture often becomes more complex.
We provide proactive, coordinated tax guidance that considers the full picture, helping you navigate important decisions, identify planning opportunities, preserve what you’ve built, and prepare for what comes next.

Planning around the whole picture.

Tax decisions don’t happen in isolation. We work alongside you and your other trusted advisors to understand how changes in your business, estate, charitable plans, and personal circumstances may affect your tax position. That broader perspective helps identify opportunities earlier and ensures tax considerations are part of the conversation when important decisions are being made.

Challenges we help clients navigate:

Complex personal tax situations
Build a proactive, coordinated tax strategy.
Preserving wealth across generations
Plan thoughtful, tax-efficient wealth transfers.
Outdated estate and trust structures
Align your plan with today’s priorities.
Business ownership and succession
Connect business transitions with personal wealth planning.
Charitable giving decisions
Make giving more intentional and strategic.
Coordinating multiple financial priorities
Bring greater clarity to the full financial picture.

Guidance that evolves with you.

Your tax needs won’t stay the same. A business transition, changing family circumstances, new legislation, or plans for your estate can introduce new considerations and opportunities. Our team stays engaged as those needs evolve, bringing specialized expertise to the table and helping you adjust your approach along the way.

Expertise for every dimension of your financial life.

High-net-worth planning rarely fits neatly into a single service.
Depending on your needs, Redpath can bring together specialists across:

Outcomes we deliver:

  • Proactive strategies designed to preserve and manage wealth
  • Greater clarity around complex financial decisions
  • Coordinated planning across personal and business interests
  • Thoughtful strategies for transferring wealth across generations
  • Tax planning aligned with long-term financial goals
  • Strategic guidance around charitable and legacy planning

Why High-Net-Worth Individuals Choose Redpath

Significant wealth creates tax questions that extend well beyond the current year. Clients choose Redpath because we take a long-term view, helping them anticipate how changes in their lives, businesses, families, and goals may shape their tax strategy over time.

You’ll have access to experienced professionals who understand the nuances of complex personal tax situations and know when to bring additional expertise into the conversation. The result is thoughtful guidance, responsive support, and a relationship that can grow alongside you and your family.

FAQs

As income, investments, business ownership, trusts, estate considerations, and other assets become more complex, coordinated tax planning becomes increasingly valuable. A private client advisor can help identify how these areas interact and develop strategies around your broader financial goals.

Proactive tax planning can identify opportunities to manage income, time transactions, structure gifts, plan for estate taxes, and make other decisions that may reduce unnecessary tax exposure while supporting your long-term goals.

Estate and gift planning help determine how and when assets are transferred to family members, trusts, charities, or other beneficiaries. Coordinating these decisions with your tax and financial strategy can help preserve wealth and ensure your plans reflect your intentions.

Yes. Effective wealth planning often involves multiple advisors. Redpath works collaboratively with attorneys, investment professionals, and other trusted advisors to help keep tax, estate, business, and financial strategies aligned.

For many high-net-worth individuals, a privately held business represents a significant portion of their wealth. Succession, valuation, ownership transfers, or a future sale can have substantial personal tax and estate implications, making coordinated planning especially important.

Our High-Net-Worth Team

  • Lucas Warth, CPA

    Partner

    Private Client Tax & Legacy Services Leader

    About Lucas :

    I started my career specializing in auto dealerships and their owners before a move to the mountains of Colorado shifted my focus to high-net-worth families in the Aspen area. I’m a client manager and lead our Private Client Tax & Legacy Services department. Clients rely on responsiveness, constant communication, and proactive tax planning to reach their family legacy and generational wealth transfer goals through income and estate tax planning. My own experience with family dynamics and multi-generational wealth gives me a perspective most CPAs don’t have.

    Education: B.A., Religious Studies, Minor in Business Administration, Rhodes College; Master of Accountancy, Colorado State University

    Professional Affiliations & Community: Board of Directors and Finance Committee, Youthentity (nonprofit)

    Fun Fact: Summers are for golf, winters are for skiing. I also ran cross country and track in college.

    Contact Lucas :

Whether you’re preserving what you’ve built, planning for your family, preparing to transition a business, or thinking about the legacy you want to leave, we bring together the expertise to help you see the full picture and make informed decisions along the way.

Ready to bring your financial strategy together?