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Private Client Services

The experienced professionals in the Private Client Services (PCS) group work with individuals and families to tailor, and coordinate, both income tax and estate/gift tax strategies to help clients achieve their goals. From design and implementation of specific ideas and strategies, to managing the complexity of tax return preparation, we have the breadth of experience clients expect.

Proper income tax planning looks to minimize income tax and generate increased cash flow over a multi-year time horizon. Estate planning techniques are designed to minimize wealth transfer taxes, maximize the value of assets transferred to heirs (often of multiple generations) or charitable recipients, and most importantly, to protect the assets clients work so hard to accumulate.

The PCS group often works as part of an extended team with our clients’ other trusted advisors. Those participants often include investment managers, life insurance professionals, estate planning counsel and others. We are delighted to serve in whatever capacity is best suited for the particular client.

Our comprehensive focus can include a review of a variety of specific topics including:

Ready to talk? Connect with us today.