Private Client Services
Our Approach
Private Client Services at EHTC provides personalized, full-scope tax planning and compliance for high-net-worth individuals, family offices, and business owners navigating complex financial landscapes. We meet you where you are, guide you forward with clarity and care, and collaborate with your existing team of advisors to support your long-term wealth preservation and legacy planning goals.
Unlike traditional tax preparers whose focus is centered around compliance, our PCS team takes a relationship-driven, strategic approach. We work to understand your unique goals and family dynamics, then provide the sophisticated planning and high-touch service you need to protect and transfer wealth across generations.
Private Client Solutions
Tax Planning & Compliance
Complex individual and trust tax return preparation
Multi-state tax planning and compliance
K-1 income from partnerships, S corporations, and trusts
Quarterly tax projections and year-end planning
Gift, Estate & Trust Tax Planning
Gift tax return preparation
Estate tax minimization strategies
Trust income tax return preparation
Generation-skipping transfer tax planning
Charitable giving strategies
Wealth Transfer & Succession Planning
Structuring intergenerational wealth transfers
Family limited partnerships (FLPs) and LLCs
Business succession planning for closely held companies
Post-transaction planning and tax optimization
Wealth Management Consulting
Collaboration with investment advisors and wealth management teams
Portfolio and risk management alignment
Retirement planning strategies
Philanthropic planning
Cash flow and net worth analysis
Why EHTC?
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Our team invests time in understanding your goals, challenges, and family dynamics to deliver personalized strategies that support your long-term objectives.
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EHTC professionals bring extensive experience from leading national firms, giving you access to sophisticated tax planning and wealth transfer strategies typically associated with much larger practices.
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We work seamlessly with your existing team of attorneys, wealth advisors, and financial planners to ensure all aspects of your financial picture are aligned.
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Expect consistent communication, partner-level involvement, and the kind of accessibility and attention to detail that high-net-worth clients deserve.
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We understand the importance of discretion and handle your financial affairs with the utmost confidentiality and professionalism.
What Our Clients Say About Us
Recent EHTC Insights
Ready to Experience High-Touch Tax and Wealth Planning?
If you're seeking sophisticated tax planning, wealth transfer strategies, and a trusted advisor who understands the complexities of high-net-worth situations, EHTC's Private Client Services team is here to help. We'll work collaboratively with you and your advisors to protect your wealth and secure your legacy.