Private Client Services
Where We Can Help
Family Office Services
Each family office holds a unique portfolio strategy, requiring tailored services to diversify, expand, and preserve wealth.
Our professionals offer white-glove service to address your financial reporting and tax obligations, manage your cybersecurity risks, support your philanthropic and charitable giving strategies, and introduce safeguards for your personal and investment data.
Financial & Income Tax Planning
Your wealth has been built through years of hard work and careful planning, and our professionals understand the importance of preserving your net worth.
We start by setting up periodic tax planning meetings with you to address your current income tax situation and identify opportunities for tax breaks. Our professionals provide strategies for your retirement planning, budget and education planning, credit counseling, debt management, and portfolio asset allocation.
Gift, Estate, & Trust Planning
Gifts and trusts are financial vehicles you can use to maximize your estate's impact on your family, friends, and supported causes.
Starting with an estate review or mapping, our professionals design an advanced strategy that meets your future goals. You can rely on our extensive knowledge of gifting and trust accounting to maximize your lifetime gifting and preserving your legacy.
Succession & Transfer Planning
By starting your succession and transfer planning early, you can take advantage of current tax and accounting laws to maximize the legacy you leave behind.
We can support you with strategic planning and design, valuation, due diligence, and business sale or ownership transfer services.
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The outcome of the 2024 presidential election is likely to significantly impact taxes.
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