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Private Client Services

For clients with exceptional private wealth management needs, our Private Client Services offering combines the power of the Roundtable—our signature service—with additional resources to give you elite access to specific expertise.

We believe that comprehensive wealth management is built on the six pillars outlined below. Within our Private Client Services offering, we have specialists in each category to inspire confidence in every detail of your plan, as well as innovative analytic resources that support and illustrate your financial goals.

Which pillar receives the most emphasis, and how deeply we delve into any particular area, depends on your specific situation.

Estate Planning
  • Estate Distribution Planning
  • Charitable Giving
  • Beneficiary Review and Strategies
  • Illiquid Asset Transfer
  • Administrative Trustee Services
  • Residency Review
Tax Strategies
  • Income Tax Reduction
  • Capital Gains Tax Planning
  • Maximizing Deductions
  • Charitable Giving
  • Estate, Gift and Trust Tax Planning
  • Tax Return Reviews
  • CPA/Accounting Coordination and Support
Investment Management
  • Asset Allocation
  • Tax-Sensitive Investing
  • Risk Assessments
  • Fixed Income Strategies
  • Advanced Portfolio and Investment Analytics
  • Alternative Investments
  • Single Stock Risk Management
  • Foundation and Endowment Guidance
  • Real Estate Evaluation
Retirement Income Planning
  • Defined Contribution Plans
  • Cash Flow Analysis
  • Required Minimum Distribution Planning
  • Annuities
  • Traditional and Roth IRAs
  • Defined Benefit Plans
  • Executive Compensation
Financial Planning
  • Education Funding
  • Budgeting/Cash Flow
  • Large-Purchase Funding
  • Benefit Analysis
  • Business Benefit Analysis
  • Third-Party Business Valuation Review
  • Business Succession Planning
Insurance
  • Asset Protection
  • Long-Term Care
  • Life Insurance
  • Long-Term Disability
  • Medical Insurance
  • Property and Casualty Review
97%
Our client retention rate speaks for itself. We believe our clients come to us, and stay with us, because of our team-based approach to wealth management.

Average annual retention rate—January 1, 2010, through December 31, 2016—based on client households with assets greater than $100K in our existing offices.

Get your customized retirement plan.

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