Private Client Services

Trusted, credible advice begins with understanding your needs and concerns

Our private client service offering features a team of strategic advisors who focus exclusively on helping business owners and high net worth families strengthen their wealth and minimize tax.

This service is led from our tax group as we understand that tax minimization strategies are the key values brought to our private clients.

We serve single to multi-generational private businesses operating nationally and internationally, in all stages of the business cycle, as well as high net worth families and beyond with complex and diverse financial and tax requirements operating locally and internationally.  

We offer the following services:

  • Integrated tax planning
  • Financial reporting
  • International services
  • Estate and insurance planning
  • Business ownership and management succession planning
  • Philanthropy
  • Security, privacy and risk services
  • Transaction advisory service
  • Management consulting

Service leaders

Michael Allen

Sam Tabrizi

How can we help you?

To discuss how our team can help your business, contact us by phone +1 855.420.8473 or