Private Clients

Creating a Lasting Legacy Shouldn’t Keep You Up at Night 

You’ve worked hard to get where you are. What does the future of your family and business look like?

Our firm can put together a plan that protects what you already have and create the future that you want. Regardless of the industry or category, if you have complex tax and financial structures we can help.

We’ve been working with private clients and their businesses for over 40 years to ease the burden of organizing, evaluating, and monitoring businesses and investments. We work alongside our clients and other trusted advisors such as wealth advisors and estate attorneys to provide an objective, flexible, and tailored approach, so you’ll get the level of service and insight you expect.

Services we offer

Cash flow management and bookkeeping

Charitable gift planning

Client education and family meetings

Entity structuring

Estate, tax, and financial planning

Family gift and legacy planning

Family office accounting services

Outsourced CFO/Controller services

Strategic philanthropic development

Succession planning

Jim Oliver


Jim Oliver