Private Client Services

Private Client Services

Sophisticated tax planning for complex financial lives

Our Private Client Services are designed for individuals and families with significant assets, multiple income sources, or complex financial structures. We provide integrated tax planning that considers personal, business, estate, and investment factors together.

This holistic approach allows us to deliver strategies that evolve as your financial picture changes.

Our private client services include:

  • Comprehensive tax planning and compliance
  • Family office support, including bill pay, accounting and reporting
  • Estate, trust, and gift tax coordination
  • Private Foundation and other charitable vehicle planning and compliance
  • Business ownership and succession planning
  • Investment and liquidity event planning

We are your trusted advisor and long-term partner, helping protect and grow your wealth with intention.

What our clients are saying:

hbspt.forms.create({ region: "na1", portalId: "42958375", formId: "1636ed35-b770-47ad-87c7-127ccaa449d0" });
{ "@context": "https://schema.org", "@type": "WebPage", "url": "https://alpinemar.com/services/private-client-services/", "name": "Private Client Services | Alpine Mar", "description": "Private client services including comprehensive tax planning, family office support, estate and trust coordination, charitable planning, and investment strategy for high-net-worth individuals and families.", "mainEntity": { "@type": "Service", "serviceType": "Private Client Services", "description": "Alpine Mar provides private client services with integrated tax planning, family office support, estate and trust coordination, charitable planning, and succession strategies for individuals and families with complex financial needs.", "image": "https://alpinemar.com/wp-content/uploads/2024/12/startup-cpa-services-1200x800.jpg", "provider": { "@type": "LocalBusiness", "additionalType": ["Organization"], "name": "Alpine Mar", "description": "CPA firm in Florida offering outsourced accounting, long-term tax strategy, and fractional CFO services.", "url": "https://alpinemar.com/", "priceRange": "$$$-$$$$$", "knowsAbout": [ "https://en.wikipedia.org/wiki/Tax", "https://en.wikipedia.org/wiki/High-net-worth_individual", "https://en.wikipedia.org/wiki/Family_office", "https://en.wikipedia.org/wiki/Estate_planning", "https://en.wikipedia.org/wiki/Trust_law", "https://en.wikipedia.org/wiki/Gift_tax", "https://en.wikipedia.org/wiki/Charitable_organization", "https://en.wikipedia.org/wiki/Investment_management", "https://en.wikipedia.org/wiki/Succession_planning" ], "sameAs": [ "https://www.linkedin.com/company/alpine-mar-cpa-advisors/", "https://www.chamberofcommerce.com/business-directory/florida/fort-lauderdale/tax-consultant/2026284076-alpine-mar-florida-cpa-firm", "https://www.manta.com/c/m1wpcf9/alpine-mar" ], "brand": { "@type": "Brand", "name": "Alpine Mar" }, "paymentAccepted": "Visa, Mastercard, Discover, American Express, Debit", "openingHoursSpecification": [ { "@type": "OpeningHoursSpecification", "dayOfWeek": [ "https://schema.org/Monday", "https://schema.org/Tuesday", "https://schema.org/Wednesday", "https://schema.org/Thursday", "https://schema.org/Friday" ], "opens": "09:00", "closes": "17:00" } ] }, "areaServed": { "@type": "Place", "name": "Fort Lauderdale, Florida" }, "audience": { "@type": "Audience", "audienceType": "High-Net-Worth Individuals, Families, Business Owners with Complex Financial Structures" }, "hasOfferCatalog": [ { "@type": "OfferCatalog", "name": "Comprehensive Tax Planning and Compliance" }, { "@type": "OfferCatalog", "name": "Family Office Support including Bill Pay, Accounting and Reporting" }, { "@type": "OfferCatalog", "name": "Estate, Trust, and Gift Tax Coordination" }, { "@type": "OfferCatalog", "name": "Private Foundation and Charitable Planning and Compliance" }, { "@type": "OfferCatalog", "name": "Business Ownership and Succession Planning" }, { "@type": "OfferCatalog", "name": "Investment and Liquidity Event Planning" } ] } }

Partner with nationally recognized CPAs:

American Institute of Certified Public Accountants logo

Our tax professionals are well-versed in the tax incentives and deductions involved in charitable giving. We’ll guide you through the process of properly documenting your charitable activities and ensuring you receive the maximum tax benefits for your philanthropic efforts.