Private Client Services

Peace of mind over current financial matters and future wealth is something that everyone strives to attain. As trusted advisors for over 60 years, Gerson Preston has the expertise to provide that peace of mind to high net worth individuals, their families, and their closely-held entities with value-added services such as financial planning and management of financial and administrative activities.

Through our Private Client Services, you have a resource that has your best interests in mind. We know that taking care of your family finances involves careful planning and being able to work through an increasingly complex financial environment. Our firm has extensive experience and offers our clients innovative ways to address each of your financial needs. Collaborating with your other professional advisors to form an integrated approach, our commitment is to help you reach your short and long-term goals.

Throughout our firm’s history, we have been dedicated to assisting high net worth individuals and their family groups with services including:

• Financial Reporting and Analysis
• Administrative and Bookkeeping Services
• Family Office Establishment and Related Services
• Business and Individual Tax Compliance, Planning, and Consulting
• Representation before the IRS and State Tax Authorities
• Wealth Planning
• Estate and Fiduciary Tax Compliance, Planning, and Consulting
• Executive Concierge Services

Guided by our strict ethics and standards, our professional approach to these matters goes beyond the basics. We will provide you with an experienced team of experts selected for your specific needs. From sophisticated professional advice and planning to routine bill paying, our goal is to serve as your most valued advisor by providing practical, thoughtful, and straightforward solutions to even the toughest of challenges.

Our professionals take pride in providing personalized service and building trusting relationships. With complex financial issues arising for our clients each day, our dedication centers on our focus on providing solutions in each and every financial situation – objectively and professionally.

Explore our Private Client Services offerings and see how we can be your personal resource.