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Private client services

Private client services

Build a foundation for your future with the right tax strategies

Connecting all the complexities of your personal and business finances with your goals can be challenging — including making sure you’re mitigating your taxes and maximizing your wealth.

Wipfli’s team provides seamless private client services that can connect those pieces and bridge the gaps to make sure you fully understand the economic and tax consequences of your investment, business structure and wealth transfer strategies.

We’re different from other advisors. We won’t talk over or at you. We listen first — because getting to know you is the most important part of any plan.

Our advisors develop a comprehensive solution that addresses the full range of your needs and the multi-generational goals of your family for both today and tomorrow.

Estate and gift planning

Protect assets. Transfer wealth. Realize dreams. We can provide proactive tax planning and guidance on elections for gifts, estates and trusts to build a strong foundation for your financial life.

Business succession, transition planning

Business succession and transition are carefully planned processes. Whether transitioning out of management, ownership or both, we can help create a plan to achieve desired goals at an appropriate pace.

Wealth management and investment advisory services*

Understanding your long-term objectives and financial plan sets the stage for a personalized investment plan. Our team will be with you on every step of your financial journey.

*Investment advisory and or financial planning services, if requested, will be provided by an affiliate. For more information.


Prepare for tax season with actionable tips and strategies to optimize your savings.

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