Private client services
Private client services that optimize tax planning and mitigate risk
Benefit from a seamless experience that fits your unique needs with our customized private client services.
As family businesses and high net worth individuals go through major life changes and times of uncertainty, they need knowledgeable, trusted advisers to provide sound, strategic tax planning. And as their assets and goals expand, they might outgrow their current team.
If your shifting circumstances require new or expanded support, the private client services team at Crowe can help you identify and work toward your financial and tax planning objectives.
Our experienced team of senior-level professionals has served clients like you for decades, and we understand how to meet your financial and tax needs.
We're much more than a tax preparer
Our private client services team knows how to get into the details and meet you at your point of need. We manage all aspects of personal and trust income tax, estate tax, gift tax, generation-skipping transfer tax, and a variety of other key tax areas.
Additionally, we can:
- Help build out a team that can fully manage estates and trusts
- Act as your family's back office, covering various administrative functions
- Collaborate closely with your legal, insurance, investment, and other professional advisers
Our full-service private client team can help you navigate complexity and change in any area.
Ways we can help
Private client services that improve tax planning and drive value
Looking to fine-tune your tax planning? Need to address estate and gift tax exemptions?
We’ve helped clients like you solve a variety of tax, financial, and other issues – and uncover unexpected opportunities. Let’s talk about how we can work together to find the right path forward for you.