Your single point of contact for multi-generational tax minimization, estate planning and wealth preservation.
Life brings milestones worth celebrating — building a career, starting a family, launching or selling a business, creating a legacy. It also brings complexity: health challenges, divorce, blended families, children with special needs and tax implications that compound with each major event.
At every stage, what matters most is having advisors who understand your full picture, not just your tax return. Our Private Client Services practice is built for exactly this: high-net-worth individuals, multi-generational families, private equity and venture capital executives, hedge fund managers and business owners who need sophisticated, deeply personalized guidance and the confidence that comes with it.
There is no greater value than trusting life’s most important milestones to top-tier professionals delivering focused, continuous, specialized attention.
Meet Our Professionals
James R. Downing
William Conron
Laura K. Barooshian
Alan S. Kufeld
Laurie J. Austin
Bhakti Shah
View All Private Client Services Professionals
Who We Serve
Our specialists work with clients whose financial lives have outgrown generalist advice. That includes:
- High-net-worth and ultra-high-net-worth individuals and families
- Multi-generational families navigating wealth transfer and estate planning
- Private equity, venture capital and hedge fund executives
- Business owners at every stage, from growth through exit and succession
- Individuals and families with international assets, cross-border income or multi-jurisdictional tax obligations
- Families with complex circumstances, including blended families, divorce, special needs planning and private foundations
A Boutique Practice Within a Resource-Rich Firm
Our Private Client Services group is organized as a specialized practice; boutique in its focus and relationships but backed by the full capabilities of PKF O’Connor Davies and the PKF International network, spanning more than 150 countries.
What that means for clients in practice:
- Direct Partner involvement in every engagement
- A consistent, long-tenured team that knows your history, your family and your goals
- A single point of contact who coordinates across tax, estate, advisory and outside professionals on your behalf
- Proactive outreach — your team reaches out to you when legislation changes, opportunities arise or circumstances warrant attention
- Complete confidentiality across all matters
Our Capabilities
We bring deep technical expertise across the full range of issues facing high-net-worth individuals and families — and the cross-disciplinary coordination to address them as an integrated whole rather than isolated line items.
Income Tax Planning and Compliance
Comprehensive income tax planning and compliance for individuals, trusts, estates, family limited partnerships (FLPs) and related entities. Our work includes quarterly and year-end projections, tax minimization strategies and multi-state/multi-jurisdictional planning for clients with complex income profiles.
Estate, Gift and Trust Planning
Estate and gift tax planning and compliance delivered in close collaboration with clients’ trust and estate attorneys and our own trust and estate practice. We design strategies for intergenerational wealth transfer, charitable giving, private foundations and legacy planning that integrate across your full financial picture.
Tax and Planning Coordination Across Life Stages
The tax and planning decisions that matter most often depend on where a client is in life. We focus on identifying tax implications and opportunities at each stage — from early wealth accumulation and business ownership through exit, pre-retirement structuring and legacy planning — and positioning our clients to act on them in advance rather than reacting after the fact. This is not investment or cash flow planning; it is tax-driven, forward-looking coordination across the full arc of a client’s financial life.
International Tax Planning and Compliance
For clients with assets, income or activities across multiple countries, we provide cross-border tax planning, international structuring, residency planning and compliance — including voluntary disclosures and representation before federal and state taxing authorities. Our global reach through PKF International means coordinated support across more than 150 countries when needed.
Regulatory Compliance: FATCA, FBAR and Global Tax Transparency
Global tax transparency requirements have become increasingly demanding for individuals with international assets or activities. Our specialists help clients comply with the Foreign Bank Account Reporting (FBAR) requirements under FinCEN, the U.S. Foreign Account Tax Compliance Act (FATCA) and related cross-border reporting obligations, while optimizing their overall tax position within those constraints.
Family Office Services
For clients whose wealth and affairs have reached the level of complexity that warrants dedicated administrative and advisory coordination, we provide family office services tailored to their specific needs. This includes centralized recordkeeping, bill payment oversight, entity administration, coordination across advisors and institutions, and the reporting and governance infrastructure that sophisticated families require. Our approach is practical and built around each family’s structure, not a one-size model.
Digital Transformation and Data Integration
Accuracy, security and efficiency in tax preparation and planning depend on the right systems. We employ top-tier technology for tax preparation, workflow management and secure data sharing — and integrate advanced data analytics tools into the planning process to drive more informed financial decisions and forward-looking projections.
Services for Private Clients
Our Private Client Services practice provides a comprehensive range of services, including:
- Income Tax Planning and Compliance
- Estate and Gift Tax Planning and Compliance
- Trust and Estate Planning
- Intergenerational Wealth Transfer
- Retirement Planning
- Private Foundation Services
- Private Business Owner Services
- Valuation and Appraisals
- Transaction Advisory Services
- Cybersecurity and Privacy Advisory
- Technology Advisory Services
- International Tax Planning and Compliance
- FATCA and FBAR Compliance
- Representation Before Federal and State Tax Authorities
Let’s Talk
Whether you are navigating a major life transition, managing multi-generational wealth or simply looking for advisors who will stay ahead of your tax situation — we invite you to contact us today to learn more about what our Private Client Services practice can bring to you and your family.