Our suite of private client services (PCS) for individuals and families helps 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.
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. For more than 40 years, our team of business tax consultants have helped for-profit and nonprofit organizations with all their tax needs.
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:
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:
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:
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:
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:
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:
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.
Accounting firms are seeing a noticeable increase in scams tied to IRS Notice CP53E, a legitimate notice that the Internal Revenue Service (IRS) has been issuing more frequently this year. As the IRS continues moving away from paper refund checks and toward electronic payments, many taxpayers are encountering CP53E for the first time – creating…
For many New Yorkers, estate tax planning has felt like something that could wait. Under current law, that reaction is understandable. New York’s basic exclusion amount for 2026 is $7.35 million, which means many families and business owners still feel comfortably outside the state estate tax conversation. That is why the recent proposal linked to…
Estate of Galli v. Comm’r, T.C., No. 7003‑20 and 7005‑20 involves an intra‑family loan that the Court determined was a valid, interest‑bearing obligation rather than a disguised gift, recognizing that a note issued at the Applicable Federal Rate (AFR) with proper documentation and timely interest payments can be respected as a bona fide loan while…
For more information or to discuss your business needs, please connect with a member of our team.