Private Client Services

Highly complex needs can require sophisticated solutions.

Private Client Services offers you the one-on one support you need from your fiduciary advisor – and a team of highly specialized professionals focused on your unique situation, including CPAs, CFPs®, JDs, and more.

Your team uses a proactive approach to wealth management, working to bring you solutions tailored to fit your needs. You’re in control – while we help you adapt to the sophistications that wealth can bring.

Experience the Benefits

Private Client Services isn’t a one-size-fits-all solution. It’s for individuals with complex needs who need help simplifying their lives.

Private Client Services provides sophisticated solutions to high net worth individuals and families. Request a consultation to explore the luxury and benefits of Private Client Services.

Private Client Services

If you’re looking for specialized investing options, we’ll help you find a solution – including private equity, debt, real estate and beyond.

We’ll Help You Consider:

Financial Planning

Your situation is unique – and your financial plan should be, too. Our team won’t set it and forget it. Your financial plan is always a focal point along your journey.

Investment Advisory

We develop investment strategies that are goals-based. Our investment team will help determine the right strategy for you through sophisticated financial modeling.


If you’re looking for specialized investing options, we will customize a solution – including private equity, debt, real estate and beyond.

Tax Planning

You need proactive planning advice – plain and simple. Tax planning goes well beyond what account to draw from and when: It involves business planning, corporate benefits, income planning and more.

Trust & Estates

Have confidence in your legacy plan. Our trust and estate planning advisors and attorneys will work alongside you to tailor a custom plan to your needs.

Private Banking

We can help you with complex banking needs. We make sure you earn market-based interest on your savings and spending accounts, complete with a debit card, mobile app and up to $2.5 million in FDIC insurance.

Legal Review

Our in-house Advanced Solutions team helps advise you through the complexities of your life’s goals.

Philanthropic Support

We help you support the organizations you care deeply about by finding efficient giving strategies through our Chartered Advisors in Philanthropy®.

Family Meetings

Leaving wealth for the next generation should be a family conversation. We can help facilitate these conversations with your loved ones.

How it Works

Your fiduciary advisor serves as your personal financial coach and as a conduit to your entire team of specialists. When you meet with your advisor, they will pull in other members of the team as needed – custom fit to your needs.

Get Started

Complex needs require sophisticated solutions such as advanced financial planning, detailed investment advisory, tax planning and efficiency, private banking with market-based interest rates, trust and estate planning, and more.