Private Client Services

Where significant wealth is involved, everyday economic realities such as taxes, investments and estate planning require the assistance of seasoned professionals. Individuals of considerable wealth often have specific needs and unique circumstances, which require a high-level of attention.

CCR’s Private Client Services group has extensive experience working with high-net-worth individuals providing a complete and comprehensive plan to manage their wealth accumulation, preservation and transfer of assets to future generations. We will work with you and the attorneys, bankers, and insurance agents on your team to ensure your financial goals are met.  Some of the services we offer are:

• Federal and state income tax planning, coordination and compliance
• Retirement planning
• Estate and wealth transfer
• Lifetime gift and charitable planning
• Asset protection
• Family governance
• Life management services
• Investment review and oversight

How Can CCR LLP help?
CCR LLP’s Private Client Services Group is recognized for their sound strategic guidance, personalized service and professionalism.  We differentiate ourselves by being flexible in providing a customized list of services designed specifically for each client’s needs. Our engagement team approach ensures that clients receive outstanding services and quality advice based on each person’s talent.  Each member of the engagement team brings professional expertise from his own field guaranteeing that your specific needs are addressed from every angle.