Printer Friendly VersionPrivate Client Wealth Services Group
Our Private Client Wealth Services Group is dedicated to providing a broad range of personalized services from individual tax planning and family office services to offering sophisticated estate and charitable planning strategies. Each tax planning proposal is individually tailored to meet the client’s objectives. With more than three decades of proven experience, our professionals have been working with individuals and families to design innovative planning techniques that preserve wealth and minimize income and transfer taxes. The Private Client Wealth Services Group also works closely with the client’s other professionals to develop integrated plans that accomplish all of the goals set forth by the various disciplines.
At MBAF, we understand that income and estate tax planning services are based upon a close and trusted relationship between client and advisor. Members of the Private Client Wealth Services Group are committed to assisting clients in navigating through the complex areas of individual, fiduciary, charitable and closely held entity tax planning and compliance. The group’s professional services are focused on the following practice areas:
- ElderCare
- Individual and Closely Held Entity Planning and Compliance
- Estate, Trust, Gift and Charitable Tax Planning, Compliance and Administration
- Family Office and Concierge Services
- Tax Exempt Organizations
MBAF is independently ranked as the largest Florida-based CPA firm in the state and one of the top 50 in the nation.
MBAF's hallmark is the hands-on service approach of its professional team of CPAs and consultants based on ample business experience, broad industry knowledge and latest technical expertise.
MBAF provides a full range of services in audit, tax & accounting, litigation support & business valuation, and technology consulting .
Clients served include private and public corporate entities, entrepreneurs, nonprofit organizations and wealthy individuals and families.
