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Private client services
Our team of professionals is ready to help you tackle your most complex tax challenges.
Private client services that optimize tax planning and mitigate risk
Benefit from a seamless experience that fits your unique needs with our customized private client services.
As family businesses and high net worth individuals go through major life changes and times of uncertainty, they need knowledgeable, trusted advisers to provide sound, strategic tax planning. And as their assets and goals expand, they might outgrow their current team.
If your shifting circumstances require new or expanded support, the private client services team at Crowe can help you identify and work toward your financial and tax planning objectives.
Our experienced team of senior-level professionals has served clients like you for decades, and we understand how to meet your financial and tax needs.
We're much more than a tax preparer
Our private client services team knows how to get into the details and meet you at your point of need. We manage all aspects of personal and trust income tax, estate tax, gift tax, generation-skipping transfer tax, and a variety of other key tax areas.
Additionally, we can:
- Help build out a team that can fully manage estates and trusts
- Act as your family's back office, covering various administrative functions
- Collaborate closely with your legal, insurance, investment, and other professional advisers
Our full-service private client team can help you navigate complexity and change in any area.
Ways we can help
We work with clients across many different areas, aiming to help make their lives easier.
Tax strategy and planning
We can handle tax planning across the board, working closely with your financial team and family to mitigate risks and uncover opportunities for savings.
Back-office assistance for your family
We offer a suite of services to choose from, including coordinating family meetings, facilitating communications, assisting with bill payments, and bookkeeping.
Controversy
Our team has deep experience in all aspects of navigating tax audits and correspondence. We act as the first point of contact in fielding and responding to information requests and more from taxing jurisdictions and will work to help you achieve the best possible outcome.
Estate planning
Estate, succession, and retirement planning services at Crowe can help confirm that your assets are distributed in accordance with your wishes – and that your heirs won't be burdened with unnecessary taxes and expenses.
We collaborate with attorneys as well as insurance, financial, and investment specialists. Our experienced team focuses on:
- Analyzing estate planning documents and life insurance
- Exploring methods for tax savings
- Maximizing wealth transfers
- Valuing transfers of business interests
- Analyzing will, trust, and incapacity documents
- Maximizing intergenerational wealth transfers
- Exploring irrevocable life insurance trusts
- Examining marital deduction transfers and funding
Gift giving
Family and charitable gift giving is an important part of your financial plan. Make sure that your gifting is properly implemented to protect your assets. For nearly five decades, Crowe private client tax specialists have been providing individuals and families with expertise on tax-efficient gifting strategies to achieve their unique personal goals and financial objectives.
Crowe private client tax specialists help high-net-worth and high-income clients develop and execute a wide variety of gifting strategies. Crowe can help you:
- Identify and clarify financial planning goals
- Maximize value passed to recipients
- Reduce estate tax liability
- Mitigate generation-skipping transfer tax
- Consider irrevocable life insurance trusts
- Analyze grantor-retained annuity trusts
- Examine intentionally defective irrevocable trusts
- Benefit from self-canceling installment notes
- Investigate qualified personal residence trusts
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Work with us
Looking to fine-tune your tax planning? Need to address estate and gift tax exemptions?
We’ve helped clients like you solve a variety of tax, financial, and other issues – and uncover unexpected opportunities. Let’s talk about how we can work together to find the right path forward for you.
Work with a versatile, flexible private client services team
We have a history of helping individuals and families, as well as the private businesses they own, achieve their objectives in tax and beyond. Contact us to discuss your specific tax, financial, and operational issues – and discover how our private client services can help you achieve your strategic objectives.
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