Private Client Services
Comprehensive Private Client Services Tailored to Your Needs
Your success is the result of years, likely decades, of determination, careful strategy and hard work. Protecting your assets and the financial security of your family and business is critical.
Focused on your individual needs and objectives.
Our most senior professionals work with you ― and the providers, shareholders, stakeholders and family members you designate — to ensure your financial objectives are met.
Relationships founded on trust and dependability.
You can rely on us with confidence for all of your personal, family and corporate tax needs. We’re in your corner and by your side, as a confidant, adviser or team member. We’re here to support you at every stage of your personal and professional life.
Our Specialized Private Client Service Offerings Include:
Comprehensive support and guidance from our dedicated family office service advisors acting as the family CFO to oversee all aspects of the high net worth individual’s personal interest and their families business interests.
Our experienced tax consultants provide comprehensive tax planning and consulting services for individuals, families, and businesses, both domestically and internationally.
Safeguard your wealth and secure the future of your family with our tailored trust and estate planning solutions, designed to meet the unique needs of high net worth individuals.
Ensure effective family and corporate governance with our specialized services, providing strategic guidance and support to foster harmonious relationships and enhance long-term success.
Navigate the complexities of international relocation with our pre-immigration planning services, designed to help high net worth individuals efficiently manage their financial affairs during the immigration process.
Secure the continuity of your business and preserve your legacy through our expert succession planning services, tailored to meet the unique requirements of high net worth individuals and their families.
Receive comprehensive support in managing stakeholder relationships, ensuring effective communication and alignment of interests with our dedicated stakeholder support services.
From major life events to significant financial transitions, our specialized services help high net worth individuals navigate and optimize their financial strategies during life-changing events.
Explore opportunities and navigate the intricacies of foreign investment in the United States with our expert guidance and support, tailored to the unique needs of international investors.
Receive comprehensive assistance in acquiring and maintaining properties, whether for personal or investment purposes, with our specialized property services.
Ensure compliance and transparency with our entity level reporting services, providing accurate and timely financial reporting for entities owned by high net worth individuals.
Streamline your financial records and maintain proper documentation with our efficient record-keeping services, ensuring easy access to important financial information.
Delegate administrative tasks to our experienced professionals, allowing you to focus on your core priorities while we handle your administrative needs efficiently.
Examples of Our Work:
How a Biden Administration Will Affect the Tax Liabilities of High Net-Worth Individuals and Their Businesses
Democratic presidential candidate Joe Biden (“Biden”) proposed new tax legislation (the “Biden Plan”) that significantly changes key areas of the Tax Cuts and Jobs Act of 2017.
