Our Private Client Services team helps successful individuals, families, and family offices simplify financial complexity, preserve their wealth, and create lasting legacies through coordinated tax, advisory, investment, and family office solutions. Whether you are working to establish first-time, generational wealth or protect existing assets, we provide personalized strategies that can help ensure you meet your financial goals.
Our Private Client Services team helps successful individuals, families, and family offices simplify financial complexity, preserve their wealth, and create lasting legacies through coordinated tax, advisory, investment, and family office solutions. Whether you are working to establish first-time, generational wealth or protect existing assets, we provide personalized strategies that can help ensure you meet your financial goals.
What Makes Our Private Client Services Different?
Private Client Services For Every Stage
Who We Serve
We can meet you where you are and provide personalized strategies that fit your situation. Our professionals have extensive experience serving a diverse range of clients, including:
- Individuals
- Families
- Entrepreneurs
- Retirees
- Philanthropists
- Athletes
- Those with long-term wealth
- Those building wealth
Who We Serve
We can meet you where you are and provide personalized strategies that fit your situation. Our professionals have extensive experience serving a diverse range of clients, including:
- Individuals
- Families
- Entrepreneurs
- Retirees
- Philanthropists
- Athletes
- Those with long-term wealth
- Those building wealth
Hear From Our Clients
Meet the Private Client Services Team
Related Insights
Frequently asked questions
See below for answers to common questions.
Do I need to have a minimum amount of assets?
We work with individuals and families at various stages of wealth accumulation and preservation. Connect with us to discuss your needs.
I have complex tax issues. Can Whitley Penn handle them?
Yes. We regularly prepare returns involving investments, trusts, rental properties, stock compensation, business interests, and multi-state and international reporting requirements.
Is my information secure?
Protecting your financial information is a top priority. We utilize secure systems and processes to safeguard client data.
I already have a wealth advisor. Can you coordinate with them?
Yes. We can work with your exisiting advisors to best serve you.
How do Private Client Services differ from standard tax preparation?
Beyond preparing tax returns, we provide year-round strategic planning, wealth preservation strategies, estate planning coordination, and proactive tax advice tailored to your unique circumstances.
How often will I meet with an advisor?
Meeting frequency depends on your needs. Your advisor with work with you to determine a schedule that works best for you.
What information should I bring to an introductory meeting?
Typically, we recommend bringing recent tax returns, investment statements, business information (if applicable), estate planning documents, and any specific questions or concerns.
Can you work with remote clients?
Yes. We are able to meet our clients wherever works best for them, whether that is in office, virtually online, or at a private residence.