When it comes to managing significant wealth, complexity comes with the territory. Williams & Schiller was built on a simple but powerful premise: connect advanced tax knowledge with sophisticated wealth management strategies to deliver integrated solutions for highnet-worth families, business owners, and retirees.
Co-founder Mark Schiller, CPA, CFP®, ABV has 25 years of experience as a CPA and wealth advisor. “Connecting the dots between a client’s tax situation and a tax-wise wealth strategy all under one roof is a huge advantage for us,” Schiller said. “A deep understanding of how those disciplines interact is critically important.”
A Specialized Approach
Williams & Schiller focuses on clients whose financial lives extend beyond the basics. Their services are designed to address advanced needs such as:
- Comprehensive Wealth Management – Tailored investment and planning strategies built around long-term goals.
- Advanced Tax Planning & Compliance – Delivered by CPAs with specialized expertise in high-net-worth and business owner needs.
- Business Value Acceleration & Succession Consulting – A formal program to help business owners maximize business value now and prepare for transition on their terms.
- Retirement & Tax Strategies – Helping retirees and pre-retirees minimize taxes and de
- Estate & Legacy Planning – Coordinated plans to preserve wealth across generations.
- Cross-Border Financial Planning – Guidance for clients living abroad on tax compliance and asset management
The depth of service, all under one roof, allows the firm to provide a 360 degree view of their clients’ financial needs.
The Experience Behind the Expertise
With offices in Fargo and Sandpoint, ID, the combined team of 15 includes several CPAs with advanced credentials. Co-founder Mark Schiller is a Detroit Lakes native who has been in public accounting since 2001 and wealth management since 2002, bringing over two decades of combined experience to the firm’s clients. His experience spans both Fargo and Sandpoint, where from 2006 to 2012 he worked extensively with high-net-worth individuals and families in North Idaho.
That exposure sharpened his expertise in advanced tax and estate planning, positioning him to serve Fargo’s community of business owners and affluent families with precision. With dual expertise in both the tax and wealth planning arenas, Schiller and the W&S team bring an uncommon perspective to the needs of business owners, retirees, and high-net-worth families.
Tips for Choosing the Right Wealth Management Firm
For those evaluating firms, Williams & Schiller suggests four key considerations:
