Private Client Services
Family & Closely Held Businesses
Offering tailored private client services to manage and enhance the wealth of high net worth individuals and families.
Steven Klein, CPA
Our Services
Exclusive Wealth Management
Gerson Preston focuses on helping individuals and business owners in collaboration with their financial advisors, attorneys and other centers of influence, plan and execute effective strategies for accumulating, preserving, and transferring wealth.
Our professionals are experienced in structured wealth accumulation, wealth transfer, tax mitigation, succession planning, fiduciary tax compliance and technical support for fiduciaries.
Our extensive experience helps guide families to achieve multi-generational wealth accumulation. Families, whether in roles as a trustee or beneficiary all will benefit from our knowledge in estate planning, income tax planning, trust planning and gifting strategies.
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.
Financial & Administrative Services
Tax Advisory
Wealth Planning & Family Consultation
Executive Concierge Services
Ready to get started?
Get in touch with us today to begin the conversation.
private client services
Explore the private client services available
Private Client Services
Financial Statement Audits ensure that the amounts presented in the financial statements are presented fairly, are adequately disclosed, and are consistent with generally accepted accounting principles.
Wealth Planning & Family Consultation Service
Financial Statement Audits ensure that the amounts presented in the financial statements are presented fairly, are adequately disclosed, and are consistent with generally accepted accounting principles.
Financial & Administrative Services
Financial Statement Audits ensure that the amounts presented in the financial statements are presented fairly, are adequately disclosed, and are consistent with generally accepted accounting principles.
