Private Client Tax & Advisory Services

Private client services encompass tax planning, wealth management, and estate advisory designed for high-net-worth individuals, families, and business owners. Aprio delivers personalized strategies for managing, preserving, and growing wealth across generations. Our team tailors each solution to your unique goals, assets, and risk profile—drawing on decades of experience in financial, tax, and estate planning for executives, entrepreneurs, and family enterprises.

Aprio helps families preserve and grow wealth through integrated tax, estate, and investment strategies. Our team combines proactive tax planning with institutional-grade asset management and proprietary investment models to balance growth and risk. By aligning wealth preservation strategies with your long-term financial goals, we help you gain lasting prosperity and generational security.

Family office services provide a centralized approach to managing the complex financial lives of high-net-worth families. Our family office team consolidates tax planning, investment management, estate administration, and philanthropic giving into one cohesive strategy. This unified structure simplifies financial oversight and helps families coordinate wealth, governance, and legacy goals efficiently.

Yes. Aprio is a leading international tax advisory firm serving clients in more than 50 countries. Our multilingual team helps individuals and families navigate global tax compliance, cross-border income reporting, and international estate planning. We develop strategic solutions to manage foreign income, minimize global tax liabilities, and safeguard international assets.

Absolutely. Aprio’s estate and succession planning advisors help families design long-term wealth transfer strategies that reflect both financial goals and family values. We specialize in trust governance, estate administration, efficient wealth transfer and asset protection strategies.

Aprio helps clients design charitable giving strategies that align with their philanthropic missions and optimize tax efficiency. Our advisors assist with establishing charitable trusts, family foundations, and donor-advised funds to ensure donations have lasting impact. We integrate philanthropic planning into your broader wealth strategy to strengthen both legacy and purpose.

Individuals and families choose Aprio for our holistic approach, integrating tax advisory, investment strategy, and financial planning under one coordinated framework. With decades of experience serving complex family wealth structures, Aprio brings the sophistication of a large firm with the personal attention of a boutique advisor—delivering clarity, confidence, and long-term value. Contact us today to learn more.