Our focus is on taking care of you. We do this with a coordinated approach that ensures there will always be someone to work with you in a proactive, integrated and high-touch manner.
We help you preserve and grow your wealth with a set of specialized tools that are configured to fit your unique situation. We cater to the exclusive and diverse requirements of clients with substantial wealth by:
- Assigning an experienced and technically skilled staff of specialists who understand the full history and intricate nuances of your financial situation.
- Offering customized financial solutions to meet the precise personal and business challenges you face.
- Helping you identify goals and opportunities to plan appropriately for the future.
Private Client Services for:
Our highly personalized tax and financial planning services are founded on consistent, hands-on service to our distinguished clients. By building a close, trusted relationship with you and your family, we develop a deep understanding of your situation and create comprehensive services that help you meet your goals– now and in the future.
Any effective wealth or financial strategy must consider the impact of taxes. Mazars offers a combination of sophisticated tax planning, consulting and compliance services, with our signature high level of personal attention. Gaining an understanding of your unique needs allows us to focus on uncovering opportunities for tax savings so that you can concentrate on building, protecting, and preserving your wealth.
Financial Planning & Advisory
Our highly personalized solutions help you, your family and your business meet your financial and personal goals. We work as a key member of your team of professional advisors to address all areas of your financial planning needs.
Many clients call upon us to assist them with estate, gift, trust, and charitable planning. We are available to review any existing wills and established trusts to ensure that your estate’s administration is taken care of and that these important items are up to date and in accordance with both your wishes and any eventuality that may occur. Our professionals will work with you and your team of advisors to create a succession plan that makes sense for you for various events you may encounter such as the sale of your business, a disability or death. We also offer philanthropic strategies, compliance and governance guidelines for foundations you have created.
Contact us to see how we can address the tax, financial and business challenges facing you, your family, and your closely-held business.