When your financial life becomes complex, you need a team — not just an advisor. Our Private Client Services bring together CPAs, CFP professionals, and legal experts focused on your unique situation.
The Questions That Matter
If any of these sound familiar, you may benefit from a dedicated Private Client team working together on your behalf.
"How do I manage a concentrated stock position without triggering a huge tax bill?"
"What's the most efficient way to transfer wealth to the next generation?"
"How do I structure my philanthropic giving for maximum impact?"
"Do I have the right team coordinating my financial, tax, and legal strategies?"
"How do I protect my assets from potential creditors or lawsuits?"
"What happens to my wealth if something happens to me unexpectedly?"
What We Cover
Every Private Client engagement draws from a full spectrum of disciplines. Your team selects and coordinates the services that matter most to your situation.
Comprehensive financial planning designed around your complete financial picture, including cash flow analysis, goal setting, and long-term wealth strategies.
Personalized investment management strategies aligned with your risk tolerance, time horizon, and financial objectives to help grow and protect your wealth.
Access to alternative investment opportunities beyond traditional stocks and bonds, including private equity, real estate, and other sophisticated strategies.
Proactive tax planning strategies to help minimize your tax burden, including tax-loss harvesting, Roth conversions, and charitable giving strategies.
Comprehensive trust and estate planning to help protect your assets, minimize estate taxes, and ensure your wealth is transferred according to your wishes.
Exclusive banking services tailored to high-net-worth individuals, including specialized lending, liquidity management, and cash management solutions.
Coordination with legal professionals to review and optimize your legal documents, including wills, trusts, powers of attorney, and business agreements.
Strategic philanthropic planning to help you make a meaningful impact, including donor-advised funds, charitable trusts, and foundation management.
Facilitated family meetings to align multigenerational wealth goals, educate family members on financial matters, and ensure continuity of your legacy.
Our Process
Your fiduciary advisor serves as your personal financial advocate — and as a conduit to your entire team of specialists.
A deep discovery conversation to understand your complete financial picture, your concerns, and what success looks like for you and your family.
We match the right specialists to your needs — CPAs, CFP professionals, estate attorneys, and more — so every angle of your financial life is covered.
Ongoing proactive management with regular reviews, tax-season coordination, and real-time adjustments as your life and the markets evolve.
Featured Insight
Philanthropy is more than writing a check. Our team helps you develop strategies that maximize the impact of your charitable giving while seeking to minimize your tax burden. From donor-advised funds to charitable remainder trusts, we help you find the right vehicle for your generosity.
Discuss Your Philanthropic GoalsStrategic philanthropy planning tailored to your values and financial goals.
Explore Further
Private Client Services integrates with our full suite of wealth management capabilities. Explore the areas most relevant to your situation.
Protect your legacy and ensure your assets are distributed according to your wishes with comprehensive estate planning strategies.
Learn MoreProactive, year-round tax strategies designed to help minimize your burden and keep more of what you earn.
Learn MoreDisciplined, evidence-based investment management tailored to your risk tolerance, time horizon, and financial goals.
Learn MoreCommon Questions
Have a question we haven't answered here? Reach out directly — we're happy to talk.
Private Client Services is designed for individuals and families with complex financial situations — typically those with significant investable assets, business ownership, concentrated stock positions, or multi-generational wealth considerations. We invite you to schedule a confidential conversation to explore whether our Private Client team is the right fit.
While standard financial planning addresses core wealth-building needs, Private Client Services assembles a dedicated multi-disciplinary team around you — including CPAs, CFP professionals, and legal experts — who coordinate proactively across tax, estate, investment, and risk management. The result is a more integrated, anticipatory approach to complex wealth.
Your team may include a lead fiduciary advisor, a Certified Financial Planner (CFP), a Certified Public Accountant (CPA), estate and trust specialists, and legal review professionals. We assemble the right combination of experts based on your specific needs. Meet the professionals who may be part of your team.
Most Private Client relationships include quarterly reviews with your lead advisor and at least two comprehensive team meetings per year. However, we adapt our cadence to your preferences and the complexity of your situation — some clients prefer monthly check-ins, especially during major life transitions.
Absolutely. Coordination is one of the hallmarks of Private Client Services. We regularly collaborate with our clients' outside CPAs, attorneys, and other professionals to ensure all strategies are aligned. If you'd like, we can also introduce you to specialists within our network. Let's talk about your team.
A fiduciary is legally and ethically obligated to act in your best interest at all times. For high-net-worth clients, this matters because the stakes are higher — complex tax situations, concentrated positions, and estate planning decisions all require advice that is free from conflicts of interest. Our fiduciary commitment means your interests always come first.
Nationwide Reach, Local Presence
Our Private Client team serves high-net-worth individuals and families from six offices across the eastern United States. Whether you prefer meeting in person or virtually, we're here for you.
Florida
New York
Louisiana
North Carolina
Illinois
Pennsylvania
All investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Past performance is not indicative of future results.
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.