Private Client Services

Life is rich with rewarding milestones, including educational achievement, pursuing a career, starting a family, launching or selling a business, innovative ventures and voyages, forging a legacy. While other occasions introduce often unexpected layers to our lives, such as health concerns, children with special needs, divorce, blended families, unplanned setbacks and challenges.

With each come complications and implications that can threaten financial security. Which is why it’s essential to know that those you’ve chosen to guide you have a firm grasp of these issues and have designed effective solutions for many others, as have our Private Client Services specialists.

Every step of the way, our clients count on the highly skilled, deeply dedicated Partners and professionals in our Private Client Service advisory practice. With unmatched experience, they assist with the full complement of income, trust, estate and gift tax planning and compliance services with a focus on tax minimization and wealth creation strategies. They strive to protect and maximize your tax strategies and maintain growth creation, passing assets to the next generation with an emphasis on tax efficiency and creditor protection.

There is no greater value than trusting life’s most important milestones to top-tier specialists delivering focused, continuous, expert attention.

Our specialists leverage extensive knowledge to address the specific issues facing today’s business owners and those who work for public companies as well as multi-generational families, private equity, hedge fund and venture capital executives. With the utmost confidentiality, they listen intently to secure a profound understanding of each client’s exclusive circumstances. They collaborate with external professionals in the client’s advisory team. They communicate with complete transparency so that clients are kept fully informed of key steps, events, requirements and opportunities. When needed, they provide direct access to the talents and resources in other areas of our Firm, such as trust and estate, valuation, appraisal, employee benefits, matrimonial, Family Office and diversity, equity and inclusion services.

Through relationships crafted to last a lifetime, our clients realize meaningful advantages, including:

Nuanced Expertise – Our Private Client Services lineup includes distinctly intelligent professionals with multi-disciplined backgrounds and sector-specific training. This training extends from tax planning, projections and compliance to tax structuring and minimization strategies, multi-national tax rules and principles, foreign transaction reporting and foundation configuration. As a result, they are as facile with complex scenarios as they are with competing priorities.

Dedicated Commitment – Decidedly personal, our approach is both Partner-led and team driven. That translates into leadership at the highest level along with the consistent availability of a uniformly trained team known for exceptionally low turnover. Not only can clients reach their team at any time, the team reaches out to them on a regular basis.

Proactive Perception – Our impressive tenure equips our specialists with insight and an active network of industry insiders. As connected Thought Leaders, they anticipate economic events and regulatory changes and keep clients informed of news as it happens. Not the other way around.

Expense Optimization – An important advantage of customized service is the flexibility to deliver precisely – and only – what our clients need. Unlike larger institutions, ours doesn’t levy fees by the hour or for every phone call or procedure. Our clients appreciate the value in our cost efficiency and the results that derive from our cost-effectiveness.