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Services tax

Private Client

As stewards of your capital, we help you achieve your long-term investment objectives and extend their legacies.

From income tax planning and compliance to setting up a family office plus more, we have the expertise to handle all matters of your family’s wealth. Our Private Client Services practice is experienced in all areas of tax, compliance, estate, trust, gift, compensation, retirement, planning, charitable giving, and investments.

At EEPB, we go beyond personal tax planning to deliver overall tax optimization, including estate planning and intergenerational transfers, structuring asset ownership, investment holding companies, trusts and foundations. We begin by listening then creating a path forward to help private clients alleviate tax burdens, act on business opportunities, and execute wealth preservation as well as succession planning strategies. At every stage, clients count on our reliable financial statements, information and processes to inform their ongoing strategies.

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