Raffa Clients
Raffa Clients
Raffa Clients

The relationship we seek with our private clients is aimed at understanding their very essence; who they are, what's best for them and important to their lives and their futures.

As trusted advisors and providers of tax, investment and consulting servicesto high-net worth individuals and families, we are not merely technically competent, experienced practice professionals but partners in the business of life, strategic thinking and family mission.  Our mission is to help our clients achieve their goals and their dreams.
 
For us it’s all about the relationship. With a focus on the business founder and his/her family, we want our clients to feel comfortable to ask us about anything and really everything that impacts them from a personal financial and tax point of view, to never feel intimidated, to have a clear understanding of what they have and know where they’re going and how it’s going to work for them, to feel confident that we care and look out for them throughout the year.
 
Our role is to help our clients see their big picture – to understand how everything fits together. From the very beginning, we dig deep to do more, to explore and expand thinking, to help our clients realize opportunities and overcome challenges that maybe they hadn’t considered or knew existed.  It’s not a checklist but an ongoing conversation. The questions we ask often result in answers that are quite different from what they came in thinking was the best thing for them.
 
We quarterback all the moving pieces and ensure our client has a good understanding of what's happening at all times. They rely on us for cutting edge tax expertise, educated and sophisticated family governance advice, family office best practices and thoughtful philanthropic giving strategies, and through our investment advisory services, we help them develop and implement long-term investment goals and portfolio strategies to meet financial objectives. If other advisors are involved, we make sure we're included in their meetings also to stay on top of what's going on from a tax point of view.
 
At Raffa, we want to be a reason our clients sleep well at night.
 
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Regionally-Recognized Top 50 Corporate Philanthropist by Washington Business Journal
Regionally-Recognized Top 50 Corporate Philanthropist
Washington Business Journal has named Raffa a top corporate philanthropist in the Washington, DC region.