Private Wealth & Family Office

WHEN TAXES STOP BEING SIMPLE

Built for the decisions that come with growing wealth and complexity.

If you just need straightforward tax

preparation, we're probably more than you need.

You oversee the family's entire balance sheet.
Trusts, partnerships, holding companies, and private investments.
The structure is changing.
A liquidity event, a generational transfer, or a new entity being stood up.
Your taxes cross state lines.
Moving, recently relocated, or splitting time.
You want advice before you act.
Not just a return at the end of the year.

Where experience matters

Your situation is unique. The tax challenges aren't. We know how to bring the pieces together.

One Tax Picture Across Every Entity

Every return can be filed correctly and the family can still land in the wrong place overall. The value is in one advisor looking at all of it at once, alongside the attorneys and investment team already in place.

Review across entities

Private Investments & K-1 Flow

Fund K-1s arrive late, in volume, and rarely match the estimate. We work the extension calendar and keep basis and capital accounts current as they land.

Track the K-1s

Generational Transfers & Reporting

The plan gets drafted with your attorney, but it lives or dies on the reporting. Gift returns and GST allocations are made once, so they are worth getting right the first time.

Review the transfer

Residency & Exposure Across the Family

Family members in different states, trusts with their own situs, and entities filing where they operate. Each one has a separate answer, and they interact.

Review the family's exposure

Why founders and executive choose OLarry

The team at OLarry aligned itself with our needs and goals, from optimizing tax strategy to filing corporate, investment, and personal returns. We're excited to have finally found a team that 'gets it' when it comes to managing so much more than a couple of W2s.

OLarry has been awesome. I'm so happy to have found a tax solution that is way more "white-glove" than the big online services, but still feels incredibly modern, tech-enabled, and flexible for my unique tax situation.

We sought an accounting partner to help us with our more complicated tax filings. We found the right partner with OLarry. The communication is clear. The personalized tax strategy is bespoke. The deadlines are timely and met.

Lindsay, CEO & Co-Founder

Ian, Executive with International Filings

Mira, Investment Manager

What you can expect from us

Better service, backed by a better team.

Better service

Advice when you need it.

Year-round advisory: Answers before you make the decision, not months later.
All-inclusive pricing: Planning, advice, and preparation included; with no meter running.
One connected view: Your equity, entities, investments, and life changes considered together.

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Better team

Experience you can rely on.

Experienced advisors: Professionals accustomed to complex, high-net-worth tax situations.
U.S. only team: Your tax team and your data stay in the U.S. No offshore outsourcing.
Technology-enabled: Better visibility, easier communication, and everything in one place.

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