Private Clients & Family Wealth
Managing personal and family wealth requires discretion, precision, and long-term perspective across tax, estate, trust, and financial planning needs.
Personal financial guidance with a long-term view.
Private clients often face financial matters that are interconnected and time-sensitive. Income tax planning, estate and trust administration, gift tax considerations, family business ownership, charitable giving, and personal financial reporting all require careful coordination.
We help clients understand their obligations, evaluate planning opportunities, and maintain a clear picture of their financial position. Our work is grounded in technical expertise, personal attention, and the discretion required for sensitive financial matters.
Whether you are planning for your family, managing inherited assets, preparing fiduciary filings, or coordinating with attorneys and advisors, we help bring clarity and structure to the process.
Our Story in Numbers
30K
Returns Filed
More than 30,000 professional and personal tax returns filed since 1985.
1:1
Partner Led Attention
Hands-on guidance from experienced professionals who understand your financial reporting needs.
6+
Reporting Bases
Experience with GAAP, tax-basis, cash-basis, accrual-basis, regulatory-basis, and contractual-basis financial reporting.
40
Years in Business
Serving businesses, nonprofits, individuals, and families since 1984.
Private Client Services
Built for clarity, continuity, and confidence.
Individual Tax Planning & Preparation
Personal tax planning and preparation designed to support compliance, preserve wealth, and reduce uncertainty.
Estate & Trust Tax Services
Specialized preparation and planning for estates, trusts, fiduciaries, beneficiaries, and family advisors.
Gift Tax Planning & Filings
Guidance and reporting support for gifts, wealth transfer strategies, and family planning considerations.
Personal Financial Statements
Professionally prepared personal financial statements for lending, disclosure, estate planning, and family office needs.
Family Business Planning
Tax and advisory support for closely held businesses, ownership transitions, succession planning, and family enterprise matters.
Charitable & Foundation Planning
Guidance for charitable giving, private foundations, and philanthropic structures with tax and compliance considerations.
Forward-thinking accounting services
Clear, reliable financial statements and reporting that give you a precise view of performance and position.
Thoughtful tax planning and meticulous preparation designed to optimize outcomes and ensure full compliance.
Strategic insight to support growth, improve efficiency, and guide high-impact financial decisions.
Discreet support for individuals and families, including estate, trust, and gift tax planning.
Specialized guidance for tax-exempt organizations, with a focus on compliance, transparency, and long-term sustainability.
Deep experience across construction, real estate, and emerging businesses with complex financial structures.
Scalable accounting solutions that bring clarity, consistency, and control to your financial operations.
Expert handling of complex filings, audits, and reporting requirements with precision and care.
Office Phone:
203-852-7088
Office Fax:
203-849-1999
Office Location:
45 East Avenue, Norwalk, CT 06851