Private Client Services

William Steele & Associates advises business owners and high net worth individuals in matters related to business succession, wealth preservation and estate planning. We draw upon our depth and breadth of experience and knowledge and will work closely with your attorneys and other financial advisors to provide you with personalized attention and the highest quality of service.

Our private client services include:

• Comprehensive individual income tax planning, compliance and forecasting
• Business succession planning
• Developing gift and estate plans
• Planning for the use of specialized trusts to facilitate philanthropic and wealth transfer objectives
• Preparation of gift and estate tax returns
• Tax planning and compliance for private foundations
• Family office support