Private Client Group . . .

We believe in an integrated approach to services by combining a personalized understanding of each client situation with advanced financial planning and compliance services.

We work with other professionals and advisors to help you adapt to changing family needs, plan for wealth transfers to multiple generations, and structure transactions with due consideration for estate, gift, and tax considerations.

Our services include:

Estate and Trust Planning

Our professionals work closely with our clients to understand their priorities and goals, family challenges, and charitable and philanthropic interests. We help make financial and estate planning recommendations, advise on the tax effects of each scenario, and assist other professionals and counsel in the preparation of documents necessary to implement the plan.

Estate Administration

The process of estate administration is complex and in many ways is just as important as estate planning. In the challenging times after a death, the survivors need careful and thoughtful guidance as they make the many decisions associated with an estate, including a variety of post-mortem planning opportunities which may arise. We have experience in the personal and technical aspects of estate administration and stand ready to work with you and your family.

Gifts and Wealth Transfer

Gift planning is a crucial part of the financial planning process and involves much more than just transferring annual gifts to children. There are a number of techniques which we can discuss to accomplish various objectives, including wealth transfer, income and cash flow goals, educational funding, and philanthropic commitments. These strategies include:

  • Education plans (529 Plans and children’s trusts);
  • Qualified Personal Residence Trusts (QPRTs);
  • Grantor Retained Annuity Trusts (GRATs);
  • Charitable Remainder Trusts (CRTs);
  • Private foundations;
  • Family partnerships; and
  • Limited Liability Companies (LLCs).

Investment Management

The Private Client Group helps affluent families and individuals achieve their goals by providing comprehensive financial planning services. We understand the unique needs of our high-net-worth clients, including business owners and executives, professionals, retirees, and families with inherited wealth. We work with our client’s team of advisors and investment managers help them work together to set goals and maintain flexibility in meeting personal objectives.

Fiduciary Services

Many clients seek our advice on a variety of matters, and as we come to know their situations more fully, we are often asked to assist in making suggestions in how to handle fiduciaries, resolve disputes with beneficiaries, and work with personal representatives to administer estates and trusts. As our relationships develop with our clients we have often been asked to serve in more important and sensitive roles as trustees, guardians, executors, and financial caretakers. We take such a request as a very solemn and important responsibility and, if appropriate, we have assisted clients in this important aspect of their financial lives.

Supporting Services

As a traditional full service CPA firm, we have the capability to offer additional support services, including:

  • Tax Compliance Services – We have the technical expertise to prepare a variety of income, business income, gift, and employment tax returns for charities, foundations, and not-for-profit organizations.
  • Certified Financial Planning – Every family and individual is unique and we help clients establish and implement their personal financial goals and customize a plan to their specific situation. We can help coordinate financial affairs, and address a broad range of financial and estate planning issues that our clients and their beneficiaries are likely to face.


For further information on these services, please contact our offices.

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