Meet your evolving needs with three integrated business lines in one professional services firm.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Closely Held Trust Department Services

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Fulfill the trustee’s responsibility over closely held business interests.

CliftonLarsonAllen (CLA) understands the unique needs of trust departments and can help you navigate emerging regulations and day-to-day operations.

What’s on your mind?

  • Complying with valuation requirements of clients, the IRS, and the Office of the Comptroller of the Currency (OCC)
  • Positioning a business for a profitable sale or merger
  • Interpreting changing tax laws and regulations
  • Preserving clients’ net worth
  • Finding experienced accounting professionals with extensive industry experience

A unique approach

CLA delivers comprehensive strategies through our multi-disciplinary team of professionals who are familiar with the administration and operational challenges that demand your attention. Our professionals have deep industry experience serving closely held businesses and providing assistance to trustees. From valuation and transaction services to accounting and tax, you will receive the support you need to effectively manage closely held trusts.

Closely held trust department services