Private wealth services

Preparing today to help you invest in tomorrow

 

Prioritizing the protection of your investments

 

As a privately-held business owner, high net worth individual, or family office member, you understand the value of your investments. Your business dealings offer a wealth of opportunity, but also responsibility, for you and your family.

At Grant Thornton, we make it our priority to protect these investments, increase their value and preserve them for future generations. From managing tax obligations and net worth to planning business successions or transfers, our Private Wealth specialists are invested in you.

Our capabilities include:

  • Business succession and transfer planning
  • Income, trust and estate consulting and compliance
  • Family office services
  • Wealth preservation
 
 

Private wealth insights you need to know

 
 

Ready to tackle today’s tax challenges?

 

Understanding how to move from what now to what next is critical to turn today’s tax challenges into tomorrow’s successes. Stay current and compliant. Subscribe to receive our latest newsletters, alerts, event updates and insights on today’s critical tax topics including:

  • Accounting methods and periods
  • Compensation and benefits
  • Corporate transactions and operations
  • Individual and private wealth services
  • International tax
  • IRS practice and procedures
  • Partnerships and pass-through entities
  • Tax legislative updates

     
 
 

Leadership team

 
 
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