Consisting of over 20 dedicated professionals, our Private Client Group partners closely with your team of trusted advisors to provide a strategic solution to your complex tax needs—even across borders. We work with families of generational wealth, philanthropic clients, private equity investors, and executives focusing on building long-term relationships through unparalleled guidance.
As a dedicated member of your team, we value your family, your interests, and your wealth by taking a holistic approach to planning for your future.
- Estate and Gift Tax
- Fiduciary Income Tax
- Individual Income Tax
- Private Foundation & Non-Profit