Private Client Services

Real Estate & Infrastructure

March 5, 2018

Business executives as well as families with substantial wealth face a variety of challenges in managing, maintaining, and growing their assets. Life cycle changes that occur within these families can have wide reaching impact and requires careful financial planning at all stages. We assist our clients with sophisticated tax consulting and other services that address the finance and tax needs of business executives and high net worth individuals and their families.

Our Mission

The Private Client & Tax Advisory Services group was created to serve the needs of our private clients, including high net worth individuals, their business interests and family foundations. Our professionals have decades of experience, and can provide a broad, comprehensive range of services to you, your family and closely held businesses in all areas of personal planning (including business succession planning, charitable planning, estate planning and retirement planning).

Our knowledge and expertise enables us to create innovative and effective solutions to your planning needs. Our services can help you to protect your family wealth for generations providing the opportunity to secure your financial security and pass your wealth to future generations and/or realize charitable visions.

In addition to our planning services, we are proficient in all areas of tax compliance. We are on the leading edge of new tax laws and proposed changes and proactively work with our clients to minimize the impact and maximize the benefits. We provide comprehensive professional tax compliance services to our clients in all aspects of their lives, from individual and business tax to gifting, trusts, and estate returns.

Beyond tax planning and compliance, our professionals draw from a wide array of expertise that allows us to service our clients in many supplemental matters. We can help executors and trustees through the estate and trust administration services we provide to fiduciaries. We can also help you manage your personal, financial, business and charitable endeavors through our family office and not-for-profit services and can help you manage multigenerational family issues by serving as a bridge between generations to help insure that your values and visions are maintained.


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