New Client Packages

Thank you for considering HerrickGlobal as your financial advisor. If, at any time, you have questions or comments, please feel free to contact us. Please select the onboarding form that best applies to your situation. Please complete both forms if you are engaging our services for your personal and entity tax and advisory services.

• If you are an individual, please click here: Individual New Client form.
• If you represent an entity (Business, Trust or Estate), please click here: Entity New Client form.