We Offer Ultra-High-Net-Worth Individuals and Family Offices Deep Expertise and Personalized Service
We provide comprehensive support for your financial goals. Our experienced team of specialists includes professionals focused on tax, gift and estate tax planning, structuring, transaction services, valuations, real estate, outsourced accounting and private equity. Together, we offer extensive knowledge and guidance fully customized to meet your unique needs. In addition, we partner with all your key stakeholders, working closely with you and across generations of your family or family office to manage broader issues, including family governance, planning and reporting. We are committed to providing the personal attention and trust you expect.
Our Private Client Services Offering
CFO/COO Services
- Trust, estate, gift and succession planning
- Foundation administration
- Financial literacy
- Coordination of audit team, financial documentation and oversight of professional service providers
Accounting Solutions
- Entity and trust accounting
- Bill pay, bookkeeping and payroll
- Cash flow, personal financial statements, budgeting and analysis
- Performance reporting coordination
Tax Services
- Individual tax planning and compliance, including trust, estate, gift, foundation and succession matters
- Operating and pass-through entity tax planning and consulting, including entity structuring
- Investment and real estate partnerships
- Multi-state tax optimization
- Estimated tax payments, withholding and PTET guidance and fillings
Additional Consulting Services
We also provide additional consulting services, including assisting with family governance and education, investment due diligence, expatriate planning and more.