Services for Individuals

Taxpayers with complicated business and family situations benefit from our comprehensive approach to income, estate and tax planning. We take a well-rounded approach to planning and often leverage our Provenance Wealth Advisors colleagues to bring estate and trust strategies that protect wealth and provide for multiple generations.

Services include:

• Domestic and international tax planning and compliance
• Estate planning and wealth protection
• Family foundations and tax-exempt entities
• Family office management
• Personal financial planning
• Private client services
• Tax controversy
• Transaction advisory services
• Trust and estate planning