Our Approach to Individuals & Families

Windham Brannon is a recognized leader in providing audit, tax and advisory services—with special expertise and capabilities surrounding the needs of individuals and families who’ve successfully accumulated significant assets.

For more than 50 years, we’ve focused on addressing these important clients, working closely with individuals and families—in many cases for decades and spanning generations—to carefully manage both personal and business financial interests. We have deep understanding of the various legal and financial agreements your affairs are secured by and subject to, and we collaborate with your partners to help you address the multitude of options and opportunities available.

Solutions for Individuals & Families

  • Tax Planning and Compliance

    Broad-based expertise to ensure the most thorough and beneficial tax planning & compliance services.

  • Trust and Estate planning

    Expert trust and estate planning services to effectively pass on the financial legacy achieved over your lifetime.

  • Financial Planning

    Comprehensive and collaborative process designed to ensure your long-term comfort and security.

  • Succession Planning

    Our professionals help clients identify long-term objectives and strategies to accomplish them.

  • International Tax

    Expertise in global tax planning, structuring, and consulting.


"They pay enormous attention to detail...I would never switch"

Judy Starkey
Former Healthcare Executive

"They have offered us caring support and keen guidance.."

Deenie McKeever
Founder of McKeever's First Ride
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Barbara Coats

Principal, Tax

Courtnay Bazemore

Principal, Tax