Welcome to our suite of private client services (PCS) for individuals and families. We have one goal — to help you manage your finances efficiently, legally, ethically, and profitably. The collaborative and collegial environment of our Firm enables us to assemble the best and brightest to advise on specific client issues, while also providing you with a personal PCS consultant. To ensure your goals become a reality, our team works closely with your other advisors to provide the highest quality private client experience possible.

Expert, Independent Advice Across Multiple Disciplines

Withum offers you personalized financial consulting across multiple disciplines with a single contact. Our suite of private client services are tailored to meet your individual and business goals and objectives. These private client advisory and consulting services include everything from family office services and estate planning to tax preparation and wealth management.


Our Services Include:


Family Office Services

Centralize your financial affairs to ensure that your family wealth continues to grow. Our broad range of family office services go beyond the traditional challenges of running a business. Our strategies take into consideration personal objectives, multigenerational issues, philanthropic goals, and financial realities and can include:

  • Bill Paying
  • Bank Statement Reconciliation
  • Household Employee Payroll
  • Internal Due Diligence
  • Personal Financial Management
  • Legal/Banking Referrals and Coordination
  • Mortgage Application Assistance
  • Cash Flow Projections
  • Budget/Expense Reporting
  • Tax Return Preparation
  • Family Governance
  • Investment Services
  • Insurance Services

Trust and Estate Services

The last thing you need to worry about is the planning and administration of your estate and trust. Our estate and trust planning consultants are available to help you, fiduciaries, and attorneys with:

  • Estate and Gift Tax Planning
  • Trust and Estate Administration Services
  • Fiduciary Accounting Services
  • Tax Mitigation Strategies
  • Marital Planning
  • Asset Protection
  • Multi-Generational Planning
  • Distribution Planning and Management
  • Estate Distribution Modeling

Income Tax Preparation and Planning Services

We are a globally recognized advisory and accounting firm with deep, diverse experience in tax compliance among multiple states and countries. Our private client individual tax services include:

  • High Net-Worth Individual Tax Planning
  • Corporate, Partnership and Business Entity Tax Planning
  • Tax Return and Multi-State Compliance

Financial Planning and Wealth Management

The every-day demands of your personal and professional life can sometimes force you to put your financial planning and wealth management on the backburner. Our high income financial consultants have the experience needed to help you capitalize on your available assets, and develop a future-proof plan to help you meet your financial goals. Our financial planning services include:

  • Wealth Planning
  • Tax Minimization Planning
  • Business Succession Planning
  • Customized Investment Management
  • Stock Specific Diversification
  • Socially Responsible Investing

Business and Management Consulting

If you have a stake in a business that contributes significantly to your wealth, it needs to be considered as part of your financial planning. Withum is uniquely situated to provide a full range of business advisory services that include:

  • Traditional Accounting Services
  • Exit Strategies
  • Succession Planning
  • Financial Audits
  • Qualified Valuations
  • Initial Public Offerings/Private Equity
  • Debt Management
  • Benchmarking
  • Executive Compensation

Privacy and Identity Protection

When it comes to identity theft, high income and high net worth individuals and their families are some of the most at risk. The privacy and protection of PII data is key to the security and integrity of your financial and personal affairs. Our cybersecurity services include:

  • Online Reputation and Privacy Management
  • eMail Security
  • Credit Reporting
  • Password and Document Management
  • Cyber and Identity Theft Insurance
  • Document Management
  • Probate Avoidance
  • Non-Disclosure Agreements
  • Home Network Vulnerability Testing
  • Disaster Recovery and Management
  • Banking and Credit Card Safeguards

Charitable Planning

Philanthropic financial planning is an important part of wealth management. Our private client services team helps you meet your charitable goals, so you can continue to have a positive, enduring impact on the causes you care about. Our charitable planning services include:

  • Defining a Donation Strategy
  • Formation and Management of Structures
  • Private Foundations
  • Public Charities
  • Donor Advised Funds
  • Cash Gifts and Gifts of Property
  • Tax Optimization
  • Charitable Trusts
  • Charitable Annuities
  • Gifts of Life Insurance
  • Bequests of Retirement Plan Assets
  • Testamentary Bequests

Why Choose Withum for Your Private Client Services?

Get peace of mind that your matters will be handled with the utmost care and discretion. Since 1974, our private client services team has addressed the unique needs of business executives, closely-held business owners, and affluent individuals and their families. Our approach to high-income financial planning combines compliance and consulting, and is always custom tailored to fit your multi-faceted / multi-generational needs.

Contact Us

Contact Withum’s Tax Services Team to help determine which private client solutions are right for you.

Leadership

Ted Nappi

Partner

Red Bank, NJ

Hal R. Terr

Partner

Princeton, NJ