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Private Asset Solutions

Your CPA & Wealth Advisor working side-by-side to protect and grow your wealth

Busy business owners, high income earners and families with generational wealth know the challenge that comes with juggling advice and communication from different advisors. Your investment advisor may recommend a new strategy, but it’s up to you to discuss the tax implications with your CPA. Your tax advisor may recommend an estate or trust planning strategies, but you need to discuss it with your financial planner. The advice may be great, but the legwork isn’t.

Private Asset Solutions is different.

Most firms lead with either tax strategy or investment strategy. We lead with both. Our CPAs and wealth advisors work side-by-side to create holistic, tax-advantaged financial planning solutions. By integrating tax services, estate planning and the many dynamics and nuances of wealth and financial management under one coordinated strategy, our team of professionals delivers a 360-degree perspective that keeps every aspect of your overall goals aligned and on track.

Bringing tax, estate and wealth planning together

Private Asset Solutions is especially impactful for clients with complex wealth or business transition needs who require integrated trust and estate planning, tax strategy and holistic wealth coordination. This approach brings together diverse, specialized areas to provide more cohesive and effective planning while ensuring no detail is overlooked. Our process is our promise – delivered by your most complete advisor.

Private Asset Solution – Service Offerings

Private Client Services

For families growing wealth
Appropriate for families with less than $1 million in investable assets
Includes integrated financial planning with individual tax planning & preparation billed separately
Includes a dedicated team tailored to your needs

Pinnacle Program

For families with sophisticated wealth planning needs
Appropriate for families with $1 million or more in investable assets
Includes integrated financial planning, basic estate planning and individual tax planning & preparation
Includes a dedicated team tailored to your needs

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Trust Solutions for You

Agency Services
Financial Power of Attorney
Trustee Services
Successor Trustee Services
Co-Trustee Services
Life Transition Support

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Trust Solutions for Your Beneficiaries

Trust & Estate Administration
Probate Administration
Personal Representative Services
Settlement & Transition Support
Unique Asset Support

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Private Asset Solution Insights

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Accounting Strategies for Business Owners Preparing to Sell Their Company