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Private Client Services

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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. 

Some of the services we provide to individuals, families and their businesses include the following:

  • Family Office Services
  • Tax Consulting – Domestic and International (Tax Compliance and Value Added General Tax Consulting)
  • Trust and Estate Planning
  • Family and Corporate Governance
  • Pre-Immigration Planning
  • Succession Planning
  • Stakeholder Support
  • Life-Changing Events
  • Foreign Investment in the United States
  • Acquiring and Maintaining Property
  • Entity Level Reporting
  • Record Keeping
  • Administrative Services

Download our fact sheet for more information on Private Client Services 

Click here to learn more about our Estate Planning Solutions

Private Client Advisory & Compliance

Whether you are buying or selling, investing or divesting, building wealth or passing it on to your children, you want to know that all of the personal tax angles are covered.

Examples of Our Work: 
Foreign Tax Credits | A&M Tax Advisory Services

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.
September 8, 2020