Prioritizing the protection of your investments
As a privately-held business owner, high net worth individual, or family office member, you understand the value of your investments. Your business dealings offer a wealth of opportunity, but also responsibility, for you and your family.
At Grant Thornton, we make it our priority to protect these investments, increase their value and preserve them for future generations. From managing tax obligations and net worth to planning business successions or transfers, our Private Wealth specialists are invested in you.
How we can help you
Our Private Wealth Services team tackles challenges alongside you, designing fresh solutions with a balance of scale, skill and service you’ll only find here.
Our fresh thinking
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Connect with our Private Wealth Services leaders
Jay Bethard
Managing Director, Private Wealth Services
Grant Thornton Advisors LLC
Arlington, Texas
Service Experience
- Tax
Angie Sosa
Office Managing Principal - Privately Held Business, Grant Thornton Advisors LLC
Angie has more than ten years of experience in public accounting with Grant Thornton. Her area of specialization is in private wealth services including high net worth individuals
Reno, Nevada
Service Experience
- Tax
- Private Wealth Services
Aaron Borden
Principal, Private Wealth Services
Grant Thornton Advisors LLC
Aaron Borden leads Grant Thornton’s Private Wealth Services practice in Dallas. Aaron has 20 years of experience finding solutions to complex tax problems for entrepreneurs, business owners, and family offices.
Dallas, Texas
Service Experience
- Tax
- Private Wealth Services
Daniel J. Potter
Managing Director, Family Wealth Planning Services
Grant Thornton Advisors LLC
Dan Potter is the director and the leader of Grant Thornton’s Private Wealth Services (PWS) practice in the Midwest market territory. The PWS practice provides tax advice to business owners, entrepreneurs, executives and high net worth families and individuals.
Milwaukee, Wisconsin
Service Experience
- Tax
- Private Wealth Services
Mark Menard
Principal, Private Wealth Services
Grant Thornton Advisors LLC
Mark is a Tax Services partner and leads the Private Wealth Services practice in Metro NY and New England.
New York, New York
Service Experience
- Tax
- Private Wealth Services
Ready to talk? We’re ready to listen.
Request a meeting and a member of our team will be in touch to see what we can do to meet your needs.
Want to submit an RFP? Please submit your request through our RFP submission page.
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