Private Client Services

Personal Advisors Focused on Preserving Prosperity

Private client services and strategies should be as unique as the individuals they serve. Tailored for high-net-worth individuals and families, Mowery & Schoenfeld’s private client services take a holistic approach to financial advisory. Our dedicated team crafts effective tax planning, financial management, family office oversight, and estate and succession planning strategies to help you preserve your legacy and grow your wealth.

Benefits of Private Client Services

Private client services are essential for individuals and families seeking thoughtful, customized guidance to manage and grow their wealth. By offering personalized advice, proactive tax planning, and coordinated wealth management, we help clients navigate complex financial decisions with confidence. Our team understands the importance of trust, continuity, and family dynamics, which allows us to foster deep relationships with both clients and their advisors. Together, we develop and execute plans that reflect each family’s specific priorities and long-term vision.

Michael Deering >

Partner, Tax Services Leader

Brian Figenholtz >

Tax Partner

Insights

How the OBBBA Changes Charitable Deductions >

OBBBA’s State and Local Tax (SALT) Changes, Explained >

Tax Planning Guide >

Private Client Services We Offer

Individual Tax Services

Our tax advisors combine clear guidance, year-round planning, and expert tax preparation to help you stay compliant, reduce tax liability (and stress), and make confident financial decisions.

LEARN MORE ABOUT INDIVIDUAL TAX SERVICES

Estate, Gift, and Trust Services

We help you navigate estate, gift, and trust nuances so you can be confident in a plan that will protect your wealth and preserve your family’s or business’s future.

Learn More About Estate, Gift, and Trust Planning

Family Office Services

Confidently manage intergenerational and financial complexities with an advisor who has the experience and finesse needed to build a path forward by addressing challenges and creating a strategic plan for prosperity, longevity, and growth.

Learn More About Family Office Services

Financial Planning Services

Working alongside our Mowery & Schoenfeld Wealth Management team, you’ll receive expert financial planning and analysis to help you reach our goals.

Learn More About Financial Planning

Legal and Compliance Considerations

The private client advisors at Mowery & Schoenfeld carefully follow all relevant tax laws, fiduciary standards, and industry regulations set by the SEC and FINRA. We prioritize secure and confidential communication to safeguard our clients’ sensitive information. At the same time, our advisors keep family and individual wealth planning front and center, ensuring personalized service within a highly regulated environment.