Private Client Services

The Private Client Services Group provides services to select clients seeking personalized assistance in the overall management of their wealth. We have extensive experience in serving high-net-worth individuals and their families.

The group strives to understand our clients’ needs and exceed their expectations by delivering practical advice. We assist our clients in all aspects of accumulating, preserving, enjoying, and distributing wealth to their families.

Services Offered

Trust, Estate and Gift Services
  • Gift, estate, and wealth transfer planning
  • Post-mortem estate and trust planning
  • Assistance in the marshaling of assets and related administration
  • Preparation of judicial fiduciary accounting for trusts, estates, and guardianships.
  • Reviewing wills, trusts, and other estate planning documents
  • Litigation support services, including expert witness testimony
  • Preparation of estate, gift, and fiduciary income tax returns and related filings
  • Valuation services for estates and gifting
  • Consulting on the creating of trusts
  • Life insurance planning

Read More

Family Office Services
  • Bill paying, budgeting, and cash flow management
  • Accounting and bookkeeping services
  • Oversight of personal and family employees
  • Payroll administration
  • Assistance with insurance needs
  • Consulting on business transactions and operations

Tax Compliance and Planning Services
  • Preparation of tax returns for individuals, corporations, partnerships, and LLC’s
  • Tax projections and planning
  • Tax controversy (including federal/state/local tax examinations and appeals)
  • Tax planning for charitable giving, including the formation of private foundations
  • Preparation of tax returns for private foundations and charitable trusts
  • Tax research and strategies
  • Retirement, pension, and distribution planning
  • State and local tax
  • Personal financial planning and financial statement preparation
  • Matrimonial planning
  • Residency planning
  • International taxation

Practice Leader

516-364-3390 x289