Private Client Services

Thumbnail_PCSOffering a high touch approach, we have extensive experience serving high net-worth individuals, their families, c-suite executives, law firm partners, and others with complicated tax and financial structures. We help our clients reach their unique goals, creating a strategic, tailored, plan.

Starting with a lot of listening, we help our clients reach their unique goals, creating a strategic plan tailored to each person or family's specific needs and objectives. Our professionals are objective and flexible to ensure that the needs of our clients are met, while working alongside our clients' other trusted advisors.

We offer the following advisory and compliance services, and more:

  • Income Tax Planning & Consulting
  • Estate and Wealth Succession Planning
  • Estate, Gift and Trust Consulting & Compliance
  • Charitable Giving and Philanthropic Foundations
  • Family Office Services

Tax Talk: A Quarterly Private Client Services Newsletter

Thumbnail PCSWe are pleased to introduce the premier edition of Tax Talk, our quarterly Private Client Services newsletter. Here we will discuss the common tax issues faced by high-net worth individuals and their families, law firm partners, c-suite executives, and others with complex tax and financial structures. 
<<Check out the latest Private Client Services Newsletter.



Brian Shoer, CPA, MSA
Principal & PCS Team Lead
Bio | Email