Private Client Services

Every individual is unique and the same is their family structure. We have broad experience serving high net-worth individuals, their families, family workplaces, C-Suite chiefs, competitors, performers, just as others with convoluted tax and financial structures. We start with an understanding that every individual is actually – a person. Beginning with a ton of tuning in, we help our customers arrive at their exceptional objectives, creating a strategic plan tailored to each person or family’s particular needs and goals.

Our team is knowledgeable about income, gift, and tax consulting and compliance; estate, charitable giving, and philanthropic foundations; compensation; and cash-flow. Our professionals are objective and adaptable to ensure that the requirements of our customers are met, while working close by our customers’ others confided in counsels. We pride ourselves on building and maintaining relationships that transcend generations.

We offer the accompanying advisory and compliance services:

     •    Income Tax Planning and Consulting     

     •    Family Offices Services

How can we help? Call us at 431 887 4148 or email us at