Build your future on the right tax strategies
Tax laws, markets and life circumstances are always evolving. To grow your legacy, you need forward-thinking strategies that do more than minimize taxes. You need planning that creates opportunities.
Wipfli’s private client services provide a personalized, comprehensive approach to planning that can help you further your goals and navigate complexity with clarity.
Shape effective strategies for complex finances
From navigating executive compensation to starting new ventures or working through international tax rules, Wipfli is here to guide you.
Our approach is rooted in the knowledge that successful strategies start by understanding your objectives. We listen first, then draw on decades of experience to help you craft a plan that fits your unique circumstances. We also take a proactive approach, closely monitoring evolving tax regulations so that we’re positioned to help you take advantage of every opportunity to protect your wealth.
Secure an enduring legacy
Don’t let your legacy be diminished by confusion and conflict. Our team works closely with you to develop estate and business succession plans that reflect your goals, give you greater control and optimize wealth transfer across generations.
We offer a more holistic approach, supporting you with advanced estate planning strategies, executive coaching, valuations and transaction advisory services so that every detail of your transition is managed with precision and long-term intention.
Achieve your financial vision
Connecting all the complexities of your personal and business finances with your goals can be challenging. Wipfli provides seamless private client services that integrate your entire financial picture to make sure you fully understand the economic and tax consequences of your investment, business structure and wealth transfer strategies.
Whether you’re exploring new investments or important philanthropic missions, we help ensure your plans are aligned with both your short-term objectives and future vision.
Explore our private client services
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 elevate the long-term structure of your wealth.
Individual tax services
Protect and optimize your wealth with sophisticated tax strategies. Our tax advisors specialize in complex financial situations, delivering customized solutions to help you preserve wealth and enhance after-tax outcomes.
Family office services
Elevate your wealth management with comprehensive family office solutions designed for multigenerational success. Our dedicated advisors provide integrated services that coordinate your accounting, tax planning, estate strategies and philanthropic goals under one proactive relationship.
International tax services
Maintain a global reach while navigating cross-border tax complexities with ease. Our international tax specialists help you implement strategies to optimize tax outcomes, whether you’re investing or living abroad.
Business succession and 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. We connect you to guidance for every step of your financial journey with forward-thinking, personalized support.
Why Wipfli?
The true value of Wipfli’s private client services goes well beyond annual tax compliance.
While many advisors take a transactional, retrospective approach, we know meaningful change happens when you plan for future impact. That’s why we stay proactive, keeping you informed year-round, identifying high-value opportunities and helping you avoid surprises at year-end.
We also believe that relationships come first. We listen carefully to understand your goals, then deliver comprehensive strategies tailored to your tax and estate planning needs. And our teams coordinate seamlessly with your financial planners, attorneys and other trusted advisors to help ensure every aspect of your financial life works in harmony.
From international tax considerations to trusts, our team brings seasoned judgment to even the most complex scenarios. With decades of experience serving executives, high-net-worth individuals and business owners, we provide insight and guidance that support confident decision-making and strengthen your legacy for generations.
What our clients are saying
Our team
Chris Lockhart, CPA
With more than 15 years of experience, Chris Lockhart is a partner of the private client services tax team. He specializes in working with executives, high-net-worth individuals, and wealthy families. Chris has a strong attention to detail and prides himself on developing trusted relationships, promoting open communication, and taking a proactive approach with clients.
Jason M. Beiswenger, CPA
Jason Beiswenger is the firm’s Private Client Group practice leader in the Northeast. He has a strong attention to detail and prides himself on developing trusted relationships, promoting open communication, and taking a proactive approach with clients.
Leslie Schaus, CPA, MT
Leslie Schaus is a tax partner who brings over 30 years of tax experience to her clients. She has worked both in private industry and as a CPA in public practice. Leslie’s knowledge and experience enable her to consistently provide value to clients in terms of planning and compliance matters. In addition, she has served as an expert witness in Denver, Douglas and Arapahoe Counties as well as in U.S. bankruptcy courts.
Margaret Amsden, CPA, MST, AEP
Margaret Amsden is a partner with over 35 years of experience. She specializes in working with high-net-worth individuals and their families including real estate professionals and family offices. Margaret is a trusted advisor who takes a proactive approach to planning for her client’s estate, trust and individual tax needs.
Kevin Paul, CPA, MST
Kevin Paul is a partner in the firm’s tax practice, specializing in individual, family entity, trust, estate, and gift tax compliance, planning, and consulting for high-net-worth individuals and their families. An experienced and knowledgeable financial planner, he assists various types of businesses and individuals with financial, insurance, and investment management planning consulting services.
Private client services FAQ
What are private client services?
Private client services are specialized financial planning services offered to high-net-worth individuals to provide personalized solutions above standard tax planning offerings. These services typically include tax and estate planning philanthropy advisory and succession planning.
What private client services does Wipfli offer?
Wipfli’s private client services include:
- Gift and estate planning
- Business succession and transition services
- Family office services
- Philanthropic planning
- International tax
- Tax deferral strategies and reporting
- Tax controversy support
Does Wipfli have specialists in trust and estate planning, charitable giving and family office services?
Yes, Wipfli’s private client financial services team includes specialists in trust and estate planning, philanthropic planning and family office services.
From advanced trusts and philanthropic strategies to governance for multi-generational families, our estate planning services provide the insight and guidance you need to transfer wealth efficiently and confidently.
How does Wipfli safeguard sensitive data and help ensure cybersecurity?
Wipfli prioritizes the secure handling of your sensitive financial data. We maintain rigorous internal security protocols and continuously review our systems to safeguard your information. In addition, we carefully vet third-party vendors to help ensure they meet our strict standards.
You are in control of your personal financial future. Start the conversation here.
Transferring a longtime legacy
We helped one family achieve a confident transition of their business with tax-efficient, people-first strategies.
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