Individuals

Achieve sound tax and wealth advisory simultaneously with private client services.

Let’s turn challenges into opportunities

When it comes to your financial future, you’re not always thinking of tax and wealth at the same time. But decisions you make with one can impact the other.

No matter your financial position, incorporating sound tax and wealth advisory could help you achieve more.

With CLA private client services, you can get a complete view of your financial world. We go beyond simply developing a tax or investment strategy.

We provide a fresh perspective

By reviewing your entire financial picture — not just the pieces that show up on a tax return — we can help you implement a more strategic and tax-efficient plan so you may keep more of your money.

Looking at tax and wealth together, we can consider:

  • Tax-efficient strategies
  • Offsetting gains
  • Rebalancing to address after-tax returns
  • Charitable giving with a full tax deduction and no capital gains taxes

By the numbers

128K+

private households served

56.1K+

private businesses served

$12+ billion

of client assets under advisement

7.6K+

clients engaging with wealth advisory capabilities

We’ll help you with what matters most

Tax and wealth advisory go better together

Aligning your investments, estate plans, and business transactions within a comprehensive tax and wealth planning approach can bring big returns.

Download CLA’s “Private Client Services: Tax and Wealth Advisory That’s Better Together” guide and start making more informed decisions today.

Get the Guide