WithumSmith+Brown’s Private Client Services is a boutique provider of tax, financial and estate planning, administrative, and compliance services designed specifically for the affluent to the ultra-high net worth individual and family. We have one goal – to help your family manage its finances efficiently, legally, ethically, and profitably – and this goal is attained by the forging of a strong personal relationship between you and your Withum engagement partner. Of course, your engagement partner does not work in a vacuum – the collaborative and collegial environment of our firm enables us to bring the best and brightest to bear on specific client issues. We also work very closely with your financial and other outside advisors to properly identify and finance your family’s goals and make them a reality, ensuring the highest quality private client experience possible.
Our services include:
Tax Management and Accounting Services
Income tax planning and compliance, audit representation, investment partnership accounting, and financial statement reporting.
Household Accounting Services
Bill payment, bookkeeping services, domestic payroll services
Wealth Transfer Planning Services
Estate planning, gift planning, return preparation, trustee services
Philanthropic Planning and Administrative Services
Private foundations, donor advised funds, charitable trusts
Other Services
Asset acquisition and disposition planning, family business entity consulting, advisory team coordination, risk management and insurance consulting and administration, family meeting coordination, family financial education, and lifestyle and concierge services.
In addition, we have entered into a number of strategic alliances to assist our private clients with specific issues:
- The independently owned and operated Insurance & Investment Advisory Group, LLC (IIAG) develops innovative and sophisticated insurance solutions for both the individual and business client.
- Our joint venture with registered investment advisor PWM Advisory Group provides highly customized financial advisory and wealth management services for individuals and families.
Our Team
