Private Client Services

financial advisor discusses plans with family

Personal Financial Advisors Focused on Preserving Your Family’s Prosperity

Strategic tax planning, financial planning, and wealth management for individuals

Our private client services cater to affluent and ultra-high net worth families, focusing on the big picture of your financial situation. Your dedicated partner will collaborate directly with you and your other professional advisors to craft effective strategies for tax planning, financial management, family office oversight, and estate and succession planning. We provide the personal attention and focus on your day-to-day matters that you deserve.


Private Client Services We Offer

Structuring the best
possible tax outcome
for individuals

Optimize your tax strategy
with our individual tax
planning services, tailored
to your unique financial

Providing the highest
levels of financial

Take control of your financial future with personalized individual financial planning solutions crafted to meet your goals.

your family’s

Safeguard your legacy with comprehensive estate, gift, and trust planning services designed to protect your assets and provide for your loved ones.


Maximize your wealth
potential with our proactive
wealth management
strategies, customized to
align with your financial

your family

Streamline your family’s financial affairs and enhance efficiency with our dedicated family office services, delivering personalized support and oversight.

family discussing with financial consultant

Personalized Private Client Services for High-Net-Worth Individuals & Families

At Mowery & Schoenfeld, we understand everyone’s financial situation is unique. That’s why we create customized strategies to help you achieve your personal objectives while minimizing your tax liabilities.

We have decades of experience helping:

  • Families seeking to build on what they have achieved while managing the transition to future generations
  • Individuals with the intention to minimize their tax liabilities
  • Philanthropists satisfy their charitable-giving goals
  • Executives understand the tax effects of complex compensation plans.
  • Fiduciaries navigate complex estate and trust administration

Get Started with Private Client Services from Mowery & Schoenfeld

Talk to a personal financial advisor today.


Personal Tax & Financial Planning Resource Center

Explore resources and thought leadership from the private client experts at Mowery & Schoenfeld.

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