Private Financial Counsel — Sacramento
Your wealth deserves a trusted guardian.
Strategic tax planning, estate counsel, and wealth preservation for those who understand that the right advisor isn't a luxury — it's a necessity.
Private Financial Counsel — Sacramento
Strategic tax planning, estate counsel, and wealth preservation for those who understand that the right advisor isn't a luxury — it's a necessity.
We serve a select number of clients with the depth and discretion their financial complexity demands.
Multi-year tax planning for high-net-worth individuals and business owners. We build strategies that minimize liability across all entities and jurisdictions.
Careful stewardship of estate and trust obligations. We coordinate with your attorney and wealth manager to ensure your legacy is preserved exactly as intended.
Asset protection strategies, charitable giving structures, and family office support designed to safeguard generational wealth.
Strategic counsel for business owners on entity structure, succession planning, M&A tax implications, and exit strategy optimization.
Experienced IRS representation and audit defense. We handle complex examinations with the methodical preparation and composure your situation requires.
Integrated financial oversight for high-net-worth families — consolidated reporting, cash management, and coordination across all advisors and entities.
We deliberately limit our practice to ensure every client receives the attention their financial complexity demands. When you engage Prescott Advisory, you work directly with a senior partner — not a junior associate learning on your account.
Our clients come to us because they've outgrown the capacity of a general practitioner. They need someone who understands multi-entity structures, cross-border implications, and the nuances of significant wealth — and who treats their information with absolute discretion.
No layers, no delegation. The partner you meet is the partner who does the work.
28 years in private practice. Former Big Four senior manager. Specializes in complex tax strategy for high-net-worth individuals and family offices.
Dual-qualified as CPA and attorney. 22 years focused exclusively on estate, trust, and generational wealth transfer. Meticulous, discreet, thorough.
15 years advising business owners on M&A, succession, and exit strategy. Bridges financial analysis with strategic vision.
Every financial decision carries weight — for you, for your family, for generations that follow. We approach each engagement with the gravity it deserves, because protecting what you've built is a responsibility we don't take lightly.
"Richard has guided our family's financial affairs for 19 years — through a business sale, two generations of estate planning, and every tax season in between. His judgment is impeccable."
"When we sold our medical practice, Eleanor structured the transaction in a way our previous firm never would have considered. She saved us a figure I'm not comfortable publishing."
"I interviewed four firms before choosing Prescott. The difference was immediate — Andrew understood my business model within the first meeting and asked questions no one else thought to ask."
We take on a limited number of new engagements each year to ensure every client receives our full attention. If you believe we may be a fit, we'd welcome a confidential conversation.