Private Client Services

As a high-net worth individual, you need customized professional services with an elevated level of personal attention. For more than 40 years, we have cultivated a reputation for attentive service, wise advice, and a professional demeanor that stimulates client confidence. From sophisticated planning to routine bill paying, our private client services group is uniquely positioned to provide a complete range of planning and compliance services to families and family offices.

Our team approach is what sets us apart. We recognize that sophisticated clients have relationships with numerous professional advisors. We value these third party relationships and believe that your best interests are served by working with a collaborative team. Our private client services group does not have product to sell, no commission to earn and no fees for assets under management.

Whether you’re planning for retirement, investments, estate planning, long-term care or insurance needs – each require complex tax and financial planning expertise. With decades of experience serving a variety of high-net worth individuals, business owners and others, we have specialized service offerings suited to your specific needs.


Overall Planning

  • Strategic Goal Planning
  • Net Worth Statement
  • Strategic Collaborative Meetings with your advisory team; Investment Advisor, Estate Attorney & Insurance Agent
  • State Domicile Review Annually

    Income Tax Services

    • Personal Tax Strategy Planning Meetings
    • Federal & State Income Tax Compliance
    • Retirement Plan Strategy Review
    • Traditional IRA/Roth Conversion Planning
    • Company Stock Option Analysis & Planning

      Life Management Services

      • Bill Paying
      • Domestic Employment Matters
      • Paraprofessional Support for Personal Bank Reconcilliation
      • Monthly Accounting Assistance for Small Business

        Estate & Wealth Planning Services

        • Preparation of Federal & State Returns, Estate, Gift & Trust Tax Returns
        • Wills & Trusts Review Update with Estate Counsel
        • Estate Tax Calculation Update
        • Asset Titling Review
        • Qualified Asset & Business Valuations
        • Recapitalization &/or Liquidity Event Planning
        • Annual Withdrawl Notice Compliance