Private Client
You may be wondering how a recession could impact your investments and portfolios. Or maybe you are unsure how a change in administration will impact your tax bill.
In a fast-moving and increasingly complex world, the need for collaborative advice from a trusted partner has never been greater.
Depth of Expertise
With over half of our firm’s partners working within our Private Client practice, our depth of expertise is what makes our firm truly unique. We listen intently to understand your unique situation and then take a collaborative approach to form our collective opinion to advise clients even in the most complex situations.
Our deep and detailed knowledge of tax law combined with a wide breadth of client experiences makes us well-positioned to help you with all your goals including building long-term financial security, cultivating multigenerational wealth, reducing personal taxes, preserving your estate and giving back to your community.
We look at the big-picture view of your complete financial landscape so you can focus on your goals.
Learn MoreOur Services
We work diligently and intimately with founders, high-net-worth individuals, leaders and senior executives to manage their financial affairs and provide a holistic financial strategy to address the complex challenges that come along with wealth.
-
Tax Planning and Compliance
With our breadth of knowledge that spans a multitude of industries, we provide clarity and a strategy for complex tax situations and can advise on even the most uncertain of situations. We partner with you to evaluate your financial situation and develop a custom strategy to help you reach your short and long-term financial goals. From federal and state income taxes to estate and gift taxes or even property, sales and use taxes, we are here to help you maximize your after-tax returns on your private wealth.
-
Family Office
Managing the day-to-day financial matters of high-net-worth individuals and the complexities of a family business demands the greatest technical knowledge, deep advisory expertise and relationships to deliver services for all your needs.
For generations, we have worked alongside the founders and funders, helping them to achieve their ambitions. Our team goes beyond managing your day-to-day financial needs to provide a suite of solutions to address the complexities that wealth brings with the trust and discretion it demands.
-
Wealth Management
By nature, accountants have the unique standing of having all the information at our fingertips. That knowledge along with our professional expertise makes us uniquely positioned to be the best managers of our client’s wealth and overall financial health.
We establish growth strategies you can rely on through asset management, investment performance monitoring and reporting and more, all while working closely with colleagues across departments to ensure your overall financial health.
Investment Advisory Services are provided by Frank, Rimerman Advisors LLC, a federally registered investment advisor and a subsidiary of Frank, Rimerman + Co. LLP. Registration of an investment adviser does not imply any SEC endorsement or certification.
-
Philanthropy
We support you to make the greatest impact through trustee services, grant management, legacy and charitable giving planning, family foundation governance and administration.
-
Governance
With every asset comes liability. With such valuable portfolios, our clients require critical asset protection to safeguard the assets of not only the individual but also their family members. From proper insurance coverage to a proactive risk management strategy, we provide the necessary oversight to keep you protected and in compliance through a personalized governance and risk strategy.
-
Advisory
From advising our clients through merger and acquisition events to educating the family members at all life stages, we guide our individual clients and their rising generations through the unique landscape that ultra-high-net-worth individuals and families inhabit.
