As a professional services provider, the needs of your clients are your number one priority. When was the last time you considered your personal finances with such focus? We take an integrated and consultative approach to private client services for attorneys to address your personal and financial needs.
Our special industry knowledge in the legal sector and tax implications for legal professionals means that we can help you foresee obstacles before they grow into problems – whether in accounting, finance or tax. We understand that keeping competitive in a volatile marketplace is critical and we can help create conditions that help you and your business venture further.
- Income, estate & gift tax planning
- Tax compliance for personal, gift & estate purposes
Wealth management services
- Cash flow analysis
- Estate & gift planning
- Insurance planning
- Investment strategies
- Retirement planning
Contact us to see how we can address the tax, financial and business challenges facing you, your family, and your closely-held business.