Private Client Services

Private Client Services

As a high-net-worth individual, you need a partner working as hard to protect and grow your wealth as you did to accumulate it – a partner who is on the same page as you about how your life, family and goals evolve over time and commits to preserving what you’ve built. Our clients enjoy that kind of strong relationship with their Smith and Howard team – including at the partner level. And across the board, we’re engaged with a personal, responsive approach layered with a deep expertise in the what, why and how of making sure your income works for you.

To support that, we specialize in understanding the changing tax rules and legislation that are often hard to understand and even more difficult to comply with. We take responsibility for communicating what’s pertinent to you in a straightforward, timely manner. You’ll benefit from the way we provide context around tax laws and your life so that you’re not left wading through the implications alone.

Whether you’re focusing on the business impact to your individual taxes or taking a long view of how to make the most of your wealth for retirement and future generations, our tax strategists will listen and provide sound guidance to help you reach your goals.

Clients look to us for help with:

  • Individual tax planning
  • Charitable giving and philanthropic foundations
  • Family office services
  • Executive compensation
  • Personal financial planning
  • Estate and wealth transfer strategies
  • Tax planning support around investments
  • Retirement and business ownership transition planning

Contact us to learn more about how our private client tax services can help you.

Estates and Trusts

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Business Owners and Entrepreneurs

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