Life is rich with rewarding milestones, including educational achievements, pursuing a career, starting a family, launching or selling a business, innovative ventures and voyages and forging a legacy. While other occasions introduce often unexpected elements to our lives, such as health concerns, children with special needs, divorce, blended families, unplanned setbacks and challenges.
Each event brings opportunities and implications to your personal tax situation. This 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 to address the intended and unintended results. Our Private Client Services specialists are the people to have on your team.
Meet Our Professionals
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 preservation strategies. They strive to protect and maximize your tax strategies and help you accomplish your goals.
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 high-net-worth individuals, multi-generational families, private equity, hedge fund and venture capital executives and business owners and executives. With the utmost confidentiality, they listen intently to secure a profound understanding of each client’s unique circumstances. They collaborate with external professionals on 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 team 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 directly, 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.
Expense Optimization – An important advantage of customized service is the flexibility to deliver precisely – and only – what our clients need. Your goals and priorities guide every step of the process as we work together to develop a cost-effective plan tailored to your unique needs.