Private
Client
Services

OVERVIEW:

ASAR’s private client services practice group assists clients in all areas relating to wealth management, wealth transfer, estate planning, philanthropic giving and business succession planning. We routinely counsel family offices, high and ultra-high net worth families and individuals and assist successful business owners and entrepreneurs. We provide bespoke advice on estates, tax strategies, business strategies and estate disputes. Decisions about passing wealth to the next generation or restructuring a closely held business involve personal considerations about family, duty, and legacy. ASAR’s private client service team is a trusted family advisor and provides dedicated counsel through life’s most significant transitions so that clients’ goals are achieved and their legacies maintained.