Private client services
Discreet advice for families and their wealth.
We work with high net-worth individuals, families and family offices on tax, estate and wealth transfer planning, coordinating closely with their attorneys, bankers and investment advisors.
- Focus
- Tax, estate and multi-generational planning
- Also offered
- Family office services
Private client services
Construction and real estate
Trusted by contractors, developers, banks and sureties.
Construction managers, contractors, homebuilders, developers and property owners rely on us for job costing, bonding support, 1031 exchanges, cost segregation and the financial statements their lenders and sureties need.
- Designations
- CCIFP · CCA
- Experience
- 35+ years in the industry
Construction and real estate