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.

Private Family Outsourcing

Father and Son Playing Soccer

Achieve peace of mind so you can enjoy your wealth.

As independent consultants, we offer a suite of comprehensive outsourced accounting services for high net worth families — from day-to-day finances to long-term planning — with your best interest always at heart.

What’s on your mind?

  • “I’m bogged down with routine mail, bills, banking, etc.”
  • “I’m having trouble keeping track of where all my money is.”
  • “I’m confused about the taxation of my wealth.”
  • “Can I receive a combined report of all of my investments?”
  • “Does my income support my lifestyle?”
  • “What happens to my wealth when I die?”
  • “What are the optimal ways to transfer wealth to meet the needs of all generations?”

A unique approach

CliftonLarsonAllen’s private client team works to understand your unique situation and the worries keeping you up at night. Whether preparing for retirement, planning for the distribution of your assets, or just taking care of daily upkeep, we are proactive and responsive to our clients’ needs. As an outside facilitator, we strive to transform your family’s dreams into reality. Rest assured, we safeguard your confidential information and are personally dedicated to you and your family.

Our CPAs, consultants, and advisors also offer solid financial and tax knowledge to enhance the other services provided. In addition, we coordinate with your attorneys, bankers, and investment advisors, so you will have a collaborative and integrated experience.

Private family outsourcing services

Private family outsourcing

  • Secure bill payment, banking, and expense approvals
  • Personal cash flow analysis
  • Document management and record retention
  • Legacy estate planning
  • Individualfederal, and state income tax preparation, planning, and compliance
  • Family business tax preparation and planning
  • Trust, gift, estate, and family foundation compliance and planning
  • Financial statement preparation
  • Independent performance tracking
  • Domestic employees reporting assistance
  • Education and governance
  • Coordination of multigenerational family goals

Private family wealth advisory

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

Trust services and administration are offered through CLA Trust Company, LLC. No trust/fiduciary powers are exercised through CliftonLarsonAllen LLP.