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FORVIS Private Client™

We can help manage complex financial matters so you can pursue what’s important to you.
Holistic

Our integrated team features wealth management, consultative tax, and family office experience and capabilities

Guidance

We accompany you on your journey toward achieving your financial goals, dreams, and aspirations

Simplification

We help high-net-worth individuals and multigenerational families thrive through complexity and change

Our teams are passionate about providing integrated tax, planning, and wealth management services synchronized to meet your needs.

FORVIS Private Client is an integrated team of wealth management, planning, and investment strategists and tacticians who help manage our client’s complexities, as appropriate, in pursuit of their goals. While serving as a guide and supporting our client’s decision-making processes, our client’s peace of mind is our priority. We don’t just manage investments; we look deeper to help identify both risks and opportunities for those we serve and are focused on helping our clients thrive.

It starts with you—us listening and hearing you.

We listen to understand your complex financial challenges and goals—whether they encompass financial security, estate planning, philanthropic endeavors, or beyond—so we can tailor services to your context.

Insight becomes knowledge, enabling advocacy.

We’re in your corner, supporting decision-making processes and collaborating seamlessly with other trusted advisors to deliver timely, effective results.

A 360° view of your situation and your journey ahead.

Our experience and attention to details help eliminate blind spots, providing critical insight into what you know, what you need to know.

Looking deeper to see further.

Our disciplined process helps us identify challenges and opportunities, ranging from multigenerational performance and legacy concerns to next generation leadership and philanthropy goals.

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Wealth Management
Our extensive professional knowledge can build a unique plan tailored to your objectives. Our role as your financial advisor means you can be confident we put you and your interests first.
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Consultative Tax
Understanding tax implications and consequences is an important part of any financial strategy. We offer customized analysis, individual and entity-specific tax compliance services, and tax planning strategies.
Family Office
We offer an integrated suite of services with the primary purpose of accounting for and managing a family's wealth and assisting with the effective transfer of that wealth to future generations.
Wealth Strategy
Whether your focus is on the future of your family, business, wealth, or lifestyle, we work with you to create and implement tailored plans designed to help preserve, protect, grow, and transition the things that are important to you.
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Article
Estate & Gift Tax Exemption Sunsets After 2025

Learn about the upcoming decrease in the estate and gift tax exemption and next steps to consider.

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Our financial knowledge can build a unique plan tailored to your objectives. FORVIS Private Client wealth management professionals help with:

  • Investment Management
  • Personal Financial Planning
  • Retirement Planning
  • Risk Management
  • Education Funding
  • Cash Flow Management Planning

Understanding tax implications and consequences is an important part of any financial strategy. FORVIS Private Client tax professionals help with:

  • Income Tax & Planning
  • Trust Accounting, Tax, & Administration
  • Private Foundation Accounting, Tax, & Administration
  • Gift Tax Planning & Administration
  • Multigenerational Planning
  • Estate & Legacy Planning
  • Estate Administration

We help manage the great complexity that comes with significant wealth. FORVIS Private Client family office professionals help with:

  • Accounting & Bill Pay Services
  • Financial Administration 
  • Consultative Tax 
  • Risk Management & Technology
  • Wealth Transition Planning
  • Philanthropy & Legacy Planning
  • Asset Management
  • Family Governance & Next Generation Equipping
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FORVIS Private Client services may include investment advisory services provided by FORVIS Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by FORVIS, LLP. The information contained herein should not be considered investment advice to you, nor an offer to buy or sell any securities or financial instruments. The services, or investment strategies mentioned herein, may not be available to, or suitable, for you. Consult a financial advisor or tax professional before implementing any investment, tax or other strategy mentioned herein. The information herein is believed to be accurate as of the time it is presented and it may become inaccurate or outdated with the passage of time. Past performance does not guarantee future performance. All investments may lose money.

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Holly Pantzer Partner

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