Private Client Services
One team for your taxes, your entities, and your wealth, all talking to each other so you don't have to. Integrated planning for complex personal finances.
The engagement, in a nutshell.
Every Alpine Mar private client services engagement is built on the same four commitments.
- 01
Experienced point of contact
Your engagement is led by an experienced professional — partner, director, or manager — not handed to a junior once you sign.
- 02
Scoped, transparent pricing
Scope and price are agreed before we start, so there are no surprise invoices. Anything outside that scope we quote and agree with you first.
- 03
Year-round attention
We work the calendar, not just the deadline. Quarterly check-ins by default.
- 04
Modern finance stack
Cloud books, AI, automation, and secure portals. Work moves faster without losing rigor.
From first call to closed loop.
Four predictable steps. No surprise scope creep, no junior handoffs, no hourly meter ticking on routine questions.
- Step 01
Intro call
An introductory call including the senior lead who'd run your engagement. We cover scope, timing, and fit.
- Step 02
Discovery
We look at your books, prior filings, and stack. You get a scoping memo and a flat fee.
- Step 03
Engagement
Work is delivered by a senior team. You see drafts, not silence, with weekly status by default.
- Step 04
Wrap-up
Deliverables ship with a written summary. You keep working with the same team next round.
The detail, if you want it.
The full breakdown of how we approach private client services — written for clients who want to see the rigor before signing on.
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.
I absolutely love working with Alpine Mar. As a firm, they are very professional yet approachable. Their open-door communication style makes me feel comfortable to ask all of my financial and tax-related questions. They have been extremely helpful and reliable and I look forward to continue working with them!
Jassenia Rodriguez
Google review · 2 years ago
Industries we run this for.
Specialized playbooks for the verticals we know best — benchmarks, deductions, and tax positions that don't need explaining.
- High Net Worth We help our high net-worth clients analyze their entity structures and various types of taxable income to strategically minimize the taxable impact. Learn more
- Family Office As families look to safeguard their assets for future generations, they need someone they can depend on. Learn more
- Sports & Athletes From professional and collegiate athletes to performers at packed concert venues, our clients spend their time sharing their talents. Learn more
A strategy that works
as hard as you do.
You'll hear from us before tax season, not just during it. Our team stays close to your financials year-round, flagging opportunities and managing compliance.
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National and international expertise
Single-state, multistate, or cross-border, our CPAs know the complexity and know how to navigate it without leaving money on the table.
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Proactive approach
We don't wait for deadlines to find savings. We plan ahead so you're always in a better position than you were last year.
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Adapted to your needs
Individual, small business, S-Corp, or multijurisdictional, your situation is specific and our service should be too.
Often booked alongside this one.
All services-
Tax Planning
Learn more -
Tax Strategy
Learn more -
Multistate Tax Services
Learn more
Before you book the call.
Quick answers to the things most people ask before signing on for private client services.
How quickly can we start?
We schedule an intro call within a few business days and can begin scoping the same week.
How are fees structured?
Private Client Services is quoted as a fixed fee with a clearly scoped deliverable, after the intro call. We don't bill by the hour for known scopes. Ongoing work (like monthly close or fractional CFO) is a flat monthly retainer.
Will I work with the same person, or get passed around?
The experienced lead you meet on the intro — partner, director, or manager — is the one running your file, supported by the wider team. You keep the same point of contact rather than getting passed around, with senior review on every deliverable.
Are you taking new clients?
Yes. We're actively onboarding new clients year-round, and we pace intake so our team can hold the service standard the firm is known for.