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Private Wealth Services

Preparing today to help you invest in tomorrow

 

Prioritizing the protection of your investments

 

As a privately-held business owner, high net worth individual, or family office member, you understand the value of your investments. Your business dealings offer a wealth of opportunity, but also responsibility, for you and your family.

 

At Grant Thornton, we make it our priority to protect these investments, increase their value and preserve them for future generations. From managing tax obligations and net worth to planning business successions or transfers, our Private Wealth specialists are invested in you. 

 
 
 

How we can help you

 

Our Private Wealth Services team tackles challenges alongside you, designing fresh solutions with a balance of scale, skill and service you’ll only find here.

 
Family Office Services

Our team of advisors provide a wide range of service offerings for your family office, from compensation and benefits consulting, analysis and planning... Show more for family members, determining accounting, treasury and operational needs to trusts and charitable giving. We can offer a holistic, integrated package of private client services designed to consider your specific issues and concerns.

Income, Trust & Estate Consulting & Compliance

Our experience working collaboratively with attorneys, trustees, investment advisors and other professionals can help you with your... Show more income tax requirements. We can help with year-end and multi-year tax planning, income and deductions timing, calculation of withholding and estimated payments, increased after-tax returns and changes to tax laws.

Business Succession & Transfer Planning

Your business needs long-term plans for sustainability and continued growth. Learn from our teams how to develop and implement... Show more business succession plans through due diligence studies, acquisition valuation services, gifting and preparation for an IPO.

Wealth Preservation

When planning to meet your estate planning goals, consider us your partner in ensuring stability for your heirs. Our services include advising on will reviews, Grantor Retained... Show more Annuity Trusts, Qualified Personal Residence Trusts, life insurance planning, annal gifting, family partnerships and more. Let us help you explore and choose the most secure plan for your estate.

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20%

 

of Fortune 500 companies are Grant Thornton tax clients.

 

5,400+

 

tax clients across the industry spectrum

 

2,400+

 

tax professionals serving markets across the U.S.

 
 
 

Our fresh thinking

 

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Connect with our Private Wealth Services leaders

 
Headshot of Amanda Jay Bethard Headshot of Amanda Jay Bethard Headshot of Amanda Jay Bethard
Jay Bethard

Managing Director, Private Wealth Services
Grant Thornton Advisors LLC

Arlington, Texas

+1 703 847 7552
Service Experience
  • Tax
Headshot of Angie Sosa Headshot of Angie Sosa Headshot of Angie Sosa
Angie Sosa

Office Managing Principal - Privately Held Business, Grant Thornton Advisors LLC

Angie has more than ten years of experience in public accounting with Grant Thornton. Her area of specialization is in private wealth services including high net worth individuals

Reno, Nevada

+1 775 332 1791
Service Experience
  • Tax
  • Private Wealth Services
Headshot of Jesica Speer Headshot of Jesica Speer Headshot of Jesica Speer
Jesica Speer

Principal, Private Wealth Services
Principal, Grant Thornton Advisors LLC

Chicago, Illinois

+1 312 602 8833
Headshot of Aaron Borden Headshot of Aaron Borden Headshot of Aaron Borden
Aaron Borden

Principal, Private Wealth Services
Grant Thornton Advisors LLC

Aaron Borden leads Grant Thornton’s Private Wealth Services practice in Dallas. Aaron has 20 years of experience finding solutions to complex tax problems for entrepreneurs, business owners, and family offices.

Dallas, Texas

+1 214 561 2604
Service Experience
  • Tax
  • Private Wealth Services
Headshot of Michele Melchior Headshot of Michele Melchior Headshot of Michele Melchior
Michele Melchior

Tax - Managing Director
Privately Held Business

Grant Thornton LLC

+1 704 926 0337
Headshot of Daniel J. Potter Headshot of Daniel J. Potter Headshot of Daniel J. Potter
Daniel J. Potter

Managing Director, Family Wealth Planning Services
Grant Thornton Advisors LLC

Dan Potter is the director and the leader of Grant Thornton’s Private Wealth Services (PWS) practice in the Midwest market territory. The PWS practice provides tax advice to business owners, entrepreneurs, executives and high net worth families and individuals.

Milwaukee, Wisconsin

+1 414 277 6411
Service Experience
  • Tax
  • Private Wealth Services
Headshot of Mark Menard Headshot of Mark Menard Headshot of Mark Menard
Mark Menard

Principal, Private Wealth Services
Grant Thornton Advisors LLC

Mark is a Tax Services partner and leads the Private Wealth Services practice in Metro NY and New England.

New York, New York

+1 212 542 9991
Service Experience
  • Tax
  • Private Wealth Services
 
 

Ready to talk? We’re ready to listen.

 

Request a meeting and a member of our team will be in touch to see what we can do to meet your needs.

 

Want to submit an RFP? Please submit your request through our RFP submission page.

 
 

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