Private Client Group

Private Clients

Our private clients include executive teams of Fortune 500 companies, owners of closely held businesses, successful individuals, family office investment managers and bank trust departments. We work with clients as both a partner and a key member of their advisory team, collaborating with investment managers, lawyers, insurance professionals and other advisors to provide comprehensive income, estate and gift tax planning and compliance services.

Our reputation for thought leadership has made us the firm of choice for wealthy families and for the advisors with whom we work on mutual clients.  The advisory team knows we bring a thorough, creative and proactive approach to our clients’ tax matters.

Our expertise includes:

  • Income tax planning and consulting for wealthy individuals and their families
  • Equity based compensation arrangements, including stock option planning
  • Executive compensation and benefits planning
  • Estate and gift tax planning and consulting
  • Family trusts
  • Passive activity loss analysis
  • Retirement distribution planning
  • International tax planning and consulting
  • Alternative minimum tax planning
  • Charitable and philanthropic tax planning strategies
  • Family limited partnerships

Contact us for more information about our private client expertise.