Private wealth services

Preparing today to help you invest in tomorrow


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.

Our capabilities include:

  • Business succession and transfer planning
  • Income, trust and estate consulting and compliance
  • Family office services
  • Wealth preservation

Private wealth insights you need to know


Ready to tackle today’s tax challenges?


Understanding how to move from what now to what next is critical to turn today’s tax challenges into tomorrow’s successes. Stay current and compliant. Subscribe to receive our latest newsletters, alerts, event updates and insights on today’s critical tax topics including:

  • Accounting methods and periods
  • Compensation and benefits
  • Corporate transactions and operations
  • Individual and private wealth services
  • International tax
  • IRS practice and procedures
  • Partnerships and pass-through entities
  • Tax legislative updates


Leadership team

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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.


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