Advisory
Assurance
Tax
Technology
By David M. Desmarais
By Daniel M. Andrea
Business
By Hayden Lerner
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Providing coordinated and effective solutions to clients’ estate and gift planning needs.
years
Of proudly serving clients
The Private Client Services (PCS) group works with some of New England’s most prestigious investment advisory firms and sophisticated estate and financial planners. Our coordinated approach allows for the unique perspective of the various disciplines with the goal of providing coordinated and effective solutions to clients’ estate and gift planning needs.
In today’s unpredictable estate and gift tax planning landscape, it takes a team approach to foster personalized, creative and flexible solutions for lifetime giving strategies and beyond. Effective solutions take into account not only tax minimization; we also address clients’ other concerns and goals including control over assets, family legacy and retirement income.
By Jade M. Toher
By Andrew R. Tavares
By Jessica Keogh
