Private client services help high-income individuals, families, and business owners manage the complexities that come with significant wealth. Aprio Private Client Services includes a broad range of services, including tax planning, investment advisory, and wealth management strategies. We also specialize in family office services, estate planning and administration, and other emerging wealth and high-net-worth financial planning services.

We create personalized solutions tailored to each client’s needs, situations, assets, and financial goals using our deep understanding of the financial, tax, operational, and economic drivers that impact the industries in which they have generated their wealth.

Aprio preserves both short-term and long-term family wealth with sophisticated tax, estate and wealth planning strategies.

In addition, our wealth management team focuses on investment and asset management, delivering sustainable long-term growth through a balanced and strategic approach. Using institutional-grade tools and proprietary investment models, they carefully screen and select investment opportunities that offer the potential for appreciation while implementing robust risk management practices to safeguard capital.

Of course! At Aprio, planning for the future is part of our DNA. We have a depth of experience in estate and succession planning and have been helping private clients design sophisticated estate plans since 1952.

From estate planning to trust governance and administration that consider family dynamics and values, we make passing the torch of generational wealth as smooth as possible.

Family office services are like having a personal finance team manage your complex wealth and holdings. We tailor our services to each family’s distinct needs and bring everything—individual and business taxes, investments and estate needs—under one roof.

This simplifies structures for busy, high-earning family members and keeps all your financial strategies aligned and working together for the long haul.