Private Client Services

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.

Michael Deering >

Partner, Tax Services Leader

Brian Figenholtz >

Tax Partner

Insights

Creating Wealth in the Sale of Your Business >

Michael Deering Named Crain’s 2022 Notable Gen X Leader in Accounting, Consulting and Law >

Private Client Services We Offer

Individual Tax Planning

Structuring the best possible tax outcome for individuals

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

Find Out More About Individual Tax

Individual Financial Planning

Providing the highest levels of financial analysis

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

More About Individual Financial Planning

Estate, Gift, & Trust Planning

Securing your family’s future

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

More About Estate, Gift, & Trust Planning

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