Meghan Burton provides strategic tax planning and compliance services to family office and private wealth clients, including high- and ultra-high-net-worth individuals, privately held companies, business owners, and families with complex wealth structures. She helps clients navigate the tax considerations that come with significant wealth, business ownership, liquidity events, multigenerational planning, and long-term wealth transfer goals.

Meghan helps make her clients’ lives easier by providing thoughtful, proactive support with individual income tax planning, charitable planning, business-owner tax matters, and ongoing coordination with families’ advisory teams. She works closely with clients and their advisors to understand each family’s goals, identify planning opportunities, and provide practical guidance though each stage of the planning process.

Meghan joined Aldrich in 2010 and was named Partner in 2026. She received her Bachelor of Science in Business Administration with an emphasis in Accounting from California State University, Long Beach. She is a member of the AICPA and CalCPA.