Family Office Services
Coordinated accounting, reporting, document organization, tax-calendar management, and information sharing across family members, trusts, partnerships, foundations, closely held businesses, and outside advisers.
Private Client Services
Bring complex personal and family tax matters into one coordinated view.
We help high-net-worth individuals, families, and business owners connect personal income tax, family entities, trusts and estates, and charitable decisions—so planning happens before deadlines and the family’s advisers can work from the same facts.
When this relationship fits
Built for complexity, continuity, and coordination.
Private Client Services is designed for high-net-worth individuals and families whose tax lives extend across closely held businesses, investments, trusts, multiple entities or jurisdictions, and generational or charitable decisions. The strongest fit is an ongoing relationship that brings planning, compliance, and coordination together throughout the year.
The work connects personal tax obligations with relevant business, trust, estate, and charitable matters. It can also coordinate the tax and accounting information the family’s legal, investment, insurance, and valuation advisers need.
For company-level planning and compliance, explore Business Tax.
Often a strong fit when
- Personal returns depend on multiple K-1s, entities, trusts, or investment accounts.
- Business ownership or a contemplated liquidity event affects personal planning.
- Family entities and trusts create recurring accounting and tax-calendar needs.
- Estate or gift decisions require tax analysis coordinated with legal counsel.
- Significant charitable giving requires earlier tax and documentation planning.
- Family members and professional advisers need a more coordinated flow of information.
A coordinated private-client relationship
Four areas of tax and accounting support.
Each relationship is shaped around the family’s structure, tax filings, planning priorities, and the people who need to work together.
Personal Income Tax Services
Planning and preparation for federal, state, and local income tax returns, including projections, estimated payments, multistate matters, and the personal tax effects of closely held businesses and significant transactions.
Estate, Gift & Trust Tax Planning
Tax planning and related return preparation for lifetime gifts, estates, and trusts, coordinated with the family’s legal counsel on documents and estate-planning decisions.
Charitable Tax Planning
Tax planning for significant charitable giving, including the timing and form of contributions, required documentation and reporting, and coordination with other advisers when gifts involve foundations, donor-advised funds, charitable trusts, or noncash property.
When decisions overlap
The important tax questions rarely stay in one return.
A business sale, major gift, estate decision, or charitable contribution can affect several parts of a family’s tax picture at once. Coordinating the work early helps the family and its advisers understand the connections before documents or transactions are final.
Private Client Services helps organize the relevant tax and accounting information, identify open questions, and coordinate timing across the people involved.
Business owners can start with our guide to when business and personal tax planning should be coordinated.
A relationship may connect
- Personal, trust, estate, foundation, and family-entity filing calendars.
- Tax projections and estimated payments as facts change.
- Information from closely held businesses and investment custodians.
- Questions and information for the family’s legal, investment, and valuation advisers.
- Documentation and reporting associated with significant gifts.
Experienced private-client perspective
Professional tax leadership for complex family matters.
Managing Partner John W. Halloran, CPA leads the firm’s professional accounting and tax practice. His experience includes advising high-net-worth individuals and families on complex personal, estate, trust, and related tax matters, often in coordination with their legal and financial advisers.
Before we begin
Who is Private Client Services designed for?
Private Client Services is designed for high-net-worth individuals and families whose tax matters span personal returns, closely held businesses, trusts, family entities, multiple jurisdictions, or significant transactions. The relationship brings planning, compliance, and coordination together throughout the year.
What does Family Office Services mean here?
Within this practice, Family Office Services may include coordinated accounting and reporting, document organization, tax-calendar management, and information sharing among family members, trusts, partnerships, foundations, closely held businesses, and the family's other advisers.
How do you work with the family's other advisers?
We organize relevant tax and accounting information and coordinate timing with the family's attorneys, investment advisers, insurance professionals, and valuation advisers. Our work remains focused on tax and accounting; we do not prepare legal documents, manage investments, provide valuations, or act as trustee or executor.
How is a Private Client Services relationship scoped and priced?
We begin with the family's structure, filing requirements, planning priorities, timing, and expected coordination. We then provide a written proposal describing the services, responsibilities, schedule, and fee.
Bring the family tax picture into focus.
Tell us which personal, business, trust, estate, or charitable matters are creating complexity. We’ll discuss whether an ongoing Private Client Services relationship is the right fit.
Discuss Your Private Client Needs