Private Client Financial Concierge Services

AAFCPAs’ Private Client philosophy is to provide a concierge approach and skillful coordination of services to help you achieve the most responsible planning, execution and management of all aspects of your finances. We provide you with peace of mind that comes from knowing we have a full picture of your complex life.

In order to provide the most informed and objective financial advice and solutions, we understand what is important to you and your family, and we build and maintain relationships that transcend generations. Our rich discussions help build your family legacy—looking forward—by ensuring its strength and longevity. We take the time to understand all relevant intricacies of your life and how these relate to your individual and family financial goals. We look forward to every dialogue and consultative interaction, and communicate objectively, candidly, and proactively so we both remain comfortable that all the pieces of your personal financial puzzle are well-coordinated.

AAFCPAs develops and implements customizable plans focused on reaching financial objectives. We have a coordinated approach to organize all aspects of your financial life and provide a single financial point person to quarterback communication with your team of advisors. We align our experienced specialists to assist you in making informed financial decisions about investing, tax, estate planning, and insurance. The depth of this expertise includes: the resources of our 240+ member CPA & consulting firm; our global network; and an extensive network of specialists built over the course of 45+ years of business.

AAFCPAs approaches tax planning as an ongoing discipline, and not an isolated event. It requires knowledgeable insight into the big picture of an individual’s financial life. We prepare customizable strategic plans focused on minimizing income, gift, and estate taxes while maximizing cash flow and protecting assets. Our experienced professionals will work to complement a client’s team of advisors or engage directly with members of AAFCPAs’ integrated services to create and implement sophisticated plans while managing the preparation of the tax returns.

AAFCPAs’ clients are entrepreneurs, business owners, private equity/hedge fund principals, executives, and inheritors of wealth. They value the timely, aggregated reporting we provide and thoughtful interpretations and advice which leads to informed financial decisions. Our comprehensive reporting includes: personal financial statements, net worth summaries, cash flow planning and budgeting forecasts.