Private client services

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.

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.

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.

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 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.

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.

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.

From international tax considerations to estate planning, Wipfli’s private client services bring 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.

Our 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

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 services provide the insight and guidance you need to transfer wealth efficiently and confidently.

Our approach is rooted in the knowledge that successful strategies start by understanding your objectives. We listen first, then 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. 

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.