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Private Client Services

Personalized tax planning, compliance, and advisory services for high-net-worth individuals and families with complex financial situations.

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Built Around Your Financial Life

High-net-worth individuals and families often have complex tax situations involving multiple income sources, investment portfolios, business interests, real estate holdings, and family wealth management considerations. We provide private client services tailored to your specific financial situation and goals, working closely with you and your other advisors to ensure your tax position is optimized and your compliance obligations are met.

What We Do

1

Integrated Tax Planning

Tax strategies that address your complete financial picture, including investments, business interests, and family considerations.

2

Personal Return Preparation

Accurate, thorough individual tax returns that capture all available deductions and credits.

3

Investment Tax Optimization

Coordination with your wealth managers to optimize the tax efficiency of your portfolio and timing of gains and losses.

4

Multi-Entity Coordination

Tax planning and compliance across your various business interests with coordinated strategies and efficient structures.

5

Family Office and Year-Round Advisory

Tax support for family offices including consolidated reporting, multi-generational planning, and ongoing guidance on financial decisions.

Who Is This For

  • High-net-worth individuals and families with complex tax situations
  • Executives and business owners with multiple income sources
  • Individuals with significant investment portfolios or real estate holdings
  • Families requiring multi-generational wealth planning and coordination

Meet the Team

Our private client team specializes in serving high-net-worth individuals and families with the personalized attention complex situations require.

Ready to Get Started?

Let's talk about what you need and how we can help.

Connect With Us Call: (610) 544-5900

Related Resources and Insights

Stay informed with our latest articles on personal tax planning, preparation, and strategy.

Explore Our Blog
Strategies to Reduce the Impact of the Net Investment Income Tax
June 29, 2023

Strategies to Reduce the Impact of the Net Investment Income Tax

High-income taxpayers often face the burden of paying the Net Investment Income Tax (NIIT) in addition to their regular income tax. The NIIT is a 3.8% tax imposed on net investment income, but there ...

Benefits of Catch-Up Retirement Contributions After 50
October 28, 2025

Benefits of Catch-Up Retirement Contributions After 50

If you’re age 50 or older, you have a unique opportunity to strengthen your retirement savings through additional “catch-up” contributions to your tax-favored retirement accounts. These extra ...

Alternative Minimum Tax: What You Still Need to Know
August 26, 2025

Alternative Minimum Tax: What You Still Need to Know

The alternative minimum tax (AMT) is a separate federal income tax system that bears some resemblance to the regular federal income tax system. The difference is that the individual AMT system taxes ...