Private Client Services
Dedicated to assisting high net worth individuals and their family groups
“Offering tailored private client services to manage and enhance the wealth of high-net-worth individuals and families.”
Linda P. LongaPartner
Our Services
Private Client Services
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 extensive experience helps guide families to optimize tax efficiencies in connection with multi-generational wealth accumulation and transfer. 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.
Tax Advisory
Having sound tax advice is crucial to tax efficiency and being compliant with tax authorities. This especially holds true for high net worth individuals and their closely held entities.
Estate Planning
We can help ensure that you are complying with applicable accounting and tax laws while at the same time advising on ways to minimize the tax implications on wealth transfers and the income tax for trusts and estates.
Financial, Administrative, & Concierge Services
We relieve our clients of daily financial and administrative pressures. Providing the peace of mind that things will get done and done right is what we deliver to our clients.
Our Solutions
Global Expertise with a Boutique Firm Feel
Assurance & Accounting
Independent Audit, Attestation, and Advisory services for your stakeholders, lenders and investors.
Tax - U.S. & International
We provide comprehensive domestic and international tax advisory and regulatory compliance solutions.
