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Private Wealth

Who We Serve

Who We Serve

Our Private Wealth clients are high net worth individuals and business owners across industries:

  • Financial Services
  • Family Offices
  • Real Estate
  • Entertainers

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Private Wealth Services

Personal CFO

  • Bill pay, banking, budgeting, and cash flow analysis
  • Household payroll
  • Asset Acquisition
  • Portfolio Reporting
  • Centralized Document Storage
  • Process, Technology, and Internal Control Review & Implementation


  • Estate, Gift, Trust Compliance, Tax Planning and Administration
  • Personal Income Tax Planning and Compliance
  • Tax Controversy and Dispute Resolution
  • State and Local Tax
  • International Tax

Foundation Services & Strategic Philanthropy

  • Assurance services for not-for-profit corporations
  • Foundation & Grant management
  • Developing a strategic charitable giving plan to pass from generation to generation

Wealth Transfer & Legacy Planning

  • Evaluation of your current estate situation
  • Analysis of the impact of wills, trusts, beneficiary designations, and asset titling on your estate plan
  • Development of wealth transfer strategies to minimize estate, gift, and generation-skipping transfer taxes
  • Asset protection planning

Business Succession Planning

  • Create a thorough plan for a smooth company transition, be it passing to the next generation, selling to key executives, or engaging with third-party buyers.
  • Ensure the plan minimizes income and estate taxes, and meets your financial and retirement planning needs

Investment Advisory and Management

  • Our investment advisory team can manage trust assets and family inheritances, with a focus on risk management and cost-and-tax-efficiency.


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