Private Client Services
Personalized Wealth Advisory for Executives, Entrepreneurs & Multigenerational Families
Your Wealth Deserves Dedicated Professionals
Building wealth takes years of discipline and sound decision-making. Preserving and transferring it requires equally disciplined, proactive planning. R&C's Private Client Services team works exclusively with high-net-worth individuals, business owners, energy executives, maritime professionals, and multigenerational families.
You will always have direct access to a senior CPA who knows your situation, your goals, and your family — not a rotating cast of junior staff.
Private Client Services
Tax Planning & Compliance
Comprehensive individual, trust, and estate tax planning built around your life — identifying opportunities to reduce current liability while strategically planning for future wealth transfer.
Family Office Services
For families with complex financial lives, we provide coordinated family office services including bookkeeping, cash flow management, vendor coordination, bill pay, and consolidated financial reporting to the family principal.
Estate & Trust Planning
We coordinate with your estate attorney to align financial and tax strategies with your estate plan. Services include trust tax compliance, estate administration, beneficiary planning, charitable giving structures (CRTs, DAFs, CLTs), and generation-skipping transfer planning.
Business Succession & Exit Planning
We guide business owners and energy entrepreneurs through succession planning, buy-sell structuring, gift and estate strategies, and transaction support — ensuring a tax-efficient transition on your timeline.
Asset Protection
We help structure business interests, real estate, investments, and energy assets in ways that protect against unnecessary risk while maximizing tax efficiency.
Next-Generation Financial Education
We provide financial literacy and wealth management guidance for younger family members — preparing the next generation to be responsible stewards of the family's legacy.
Our Commitment
✦ Senior CPA Access — Your account is managed by a licensed CPA, not delegated
✦ Discreet & Confidential — Your financial life is treated with the privacy it deserves
✦ Coordinated Advisory — We work alongside your attorney, banker, and investment advisor
✦ Long-Term Relationships — Many of our private client relationships span decades
