InvestmentInformation
Transparent pricing for sophisticated tax advisory services that match the caliber of service you expect in every other aspect of your professional life.
This Level of Service Is Not for Everyone
We maintain selective client onboarding to ensure every client receives the exceptional service and attention they deserve. Our pricing reflects the premium nature of our advisory services.
You are accustomed to excellence in every other aspect of your professional life— first-class travel, five-star hotels, bespoke services. Your tax advisory should be no different.
Elite Clientele
Executives, entrepreneurs, investors
Our clients include Fortune 500 executives, successful entrepreneurs, and sophisticated investors who require strategic tax planning that goes far beyond basic compliance.
Selective Process
Quality over quantity
We deliberately limit our client base to ensure every relationship receives the attention and strategic focus that complex financial situations require.
Investment Levels
Transparent pricing with no hidden fees or hourly billing surprises
Entry point for executive-level tax advisory services with guaranteed same-day availability and year-round strategic support.
Comprehensive tax strategy with full concierge-level service for complex financial situations including multi-state, international, and equity compensation planning.
What Every Client Receives
No hourly billing. No surprise fees. Just premium service that matches your expectations.
Same-Day Availability
Guaranteed response within hours, not days or weeks
Senior Professional Access
Work directly with experienced advisors, never junior staff
Proactive Strategic Planning
Year-round tax optimization and financial strategy
Multi-Jurisdiction Expertise
Complex state and international tax guidance
Equity Compensation Optimization
RSU, stock options, and executive compensation planning
Real Estate Strategy
High-value property and development tax guidance
Complete Discretion
Confidential handling of sensitive financial information
Concierge-Level Service
White-glove treatment matching luxury standards
Our Selective Process
Three steps to begin your premium advisory relationship
Application Review
We review your financial situation to ensure we can provide maximum value and determine mutual fit.
Discovery Consultation
Private meeting to discuss your specific needs, challenges, and our tailored approach.
Strategic Engagement
Welcome to Richmond Street—your dedicated advisory relationship begins with immediate access.
Entry Is Selective
We limit new client onboarding to maintain the exceptional service quality our clients expect. Apply today to secure your place with Richmond Street Advisors.