Private Clients

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Offering a comprehensive approach, Granite has extensive experience serving high net-worth individuals, their families, and C-Suite executives, as well as other people with complicated tax and financial structures. Granite recognizes that every client has unique characteristics and objectives; therefore, each relationship is managed with personalized service adhering to client goals. We strongly believe ongoing personal communication and good service form the foundation for building successful client relationships. 
 
Granite's private client team is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. Our professionals are objective and flexible to ensure that the needs of our clients are met. We pride ourselves on building and maintaining relationships that transcend generations.