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:
Contact us for more information about our private client expertise.