Private Client Tax and Advisory Services
The Schonbraun McCann Group's (SMG), an FTI Company, national State & Local Tax Practice is fully dedicated to serving the real estate, hospitality and construction industries, giving us a unique perspective and an advantage over our competitors.
Having a continuing, tax-oriented relationship with our clients gives us a depth of knowledge to recommend the optimal financial strategies for the short and long-term. We gain this knowledge by understanding the complexities of our clients' financial lives as well as their family dynamics, their goals and their values. This allows us to collaboratively develop the most effective and tax-advantaged ways for clients to own assets and structure transactions to meet their goals. We encourage relationships with our clients in which they seek and value our advice on an ongoing basis.
Families who benefit from our services:
- Have created or inherited substantial wealth.
- Want to consider the impact of this wealth on current and future generations.
- See the value of educating future generations about the benefits and dangers of inherited wealth.
- Respect the knowledge and support available from professional advisors.
- Want to actively participate with us in anticipating life cycle changes in order to live most successfully in all areas of financial, human, intellectual, and social wealth.
Areas we explore include:
Governance Issues:
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Human/Intellectual Wealth:
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Social/Philanthropic Wealth:
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Financial Wealth Preservation:
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