Private Client Group

Experience

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.

Expertise

  • Estate and Gift Tax
  • Fiduciary Income Tax
  • Individual Income Tax
  • Private Foundation & Non-Profit

Gary J. Emond

Principal

[email protected]

(617) 261-8164