Private Client Services

Expertise in cross-border tax planning and compliance for clients with international assets and interests.

From educational achievements and career pursuits to family beginnings and business ventures, life is full of rewarding milestones. Yet, it also brings unexpected challenges like health issues and unplanned setbacks. These events can impact financial security, making it essential to have knowledgeable advisors. Our Private Client Services specialists understand these complexities and offer effective solutions to ensure your financial well-being.

 

Our private client services include

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Our specialists use their extensive knowledge to tackle the unique challenges faced by business owners, public company employees, multi-generational families, and executives in private equity, hedge funds, and venture capital. They maintain the highest level of confidentiality, listen to understand each client’s needs, and provide access to our other expertise areas, including trust and estate services, valuation and appraisal, employee benefits, matrimonial support and Family Office services.

Our private client services include

01.

Financial Planning:

We offer comprehensive tax planning services, collaborating seamlessly with your financial team and family. Our proactive approach focuses on mitigating risks and identifying opportunities for significant savings, ensuring your financial well-being.

02.

Estate Analysis:

Our specialists offer comprehensive estate and trust analysis, along with expert guidance and proactive planning for the intricate requirements of estate and gift taxes. We ensure you navigate complex tax rules with confidence, securing your financial legacy.

03.

Audit Expertise:

Our experienced team expertly navigates all aspects of tax audits and correspondence. We serve as your primary contact for handling and responding to information requests from tax authorities. Our dedicated efforts aim to secure the best possible outcome for your business.

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Trusted tax advisors to businesses in a wide array of industries

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