FORVIS Private Client

FORVIS Private Client’s suite of services is designed to address a wide range of needs and simplify your life – from tax and estate planning services, investments management and philanthropic strategy to recommending and coordinating family counselors and risk managements consultants.

• Family Governance Administration

  • What are your family’s goals and dreams? We have access to professionals who can help you develop a family mission statement and education program that will engage and serve your family for generations.

• Wealth Transition

  • Make the transition of your wealth less complicated. Our trusted advisors will work with you and your legal counsel to create a plan that helps mitigate the impact of various federal and state estate taxes, so you can preserve more of your financial legacy.

• Accounting & Tax Services

  • Understanding tax implications and consequences is an important part of any financial strategy. Based on your specific set of circumstances, we can provide customized analysis, individual and entity-specific tax compliance services, tax planning strategies and tax projections.

• Accounting Outsourcing & Advisory Services

  • As demands continue to increase for family offices there is less time to focus on the future. This can take away critical time from focusing on strategy and vital concerns of your family office. The FORVIS Accounting Outsourcing & Advisory Team can assess your accounting systems, including updates and implementations, and financial management reporting, dashboards and strategic services.

• Asset Management

  • Keeping your goals in the forefront, we’ll work to help develop an investment policy statement to serve as the basis for developing and managing your investment portfolio.

• Risk Management

  • FORVIS Private Client will work with you and external consultants to review your current property and casualty, liability and life insurance coverage and help assess whether it provides appropriate coverage.

• Cybersecurity

  • In today’s increasingly connected world, your family faces a number of threats and risks. A cyberattack could occur anytime and expose vital information, result in a theft or introduce malware into your family’s organization. The FORVIS Cyber team can help you develop a plan to protect against unforeseen attacks. Whether you want to prepare for the worst, respond to a breach or remedy weaknesses in your systems, FORVIS is ready to assist.

• Philanthropy

  • Charitable giving and philanthropic legacies are important to your overall mission. We can advise you on sophisticated charitable planning techniques that complement your mission while also offering tax benefits.

• Technology

  • As technology advances, and consumer needs continue to change, it’s important that a family office has a digital strategy in place that can grow to meet its needs. Is your current digital strategy meeting your family’s needs? We will work with you to identify your biggest points of pain and time consuming activities and find solutions on how to alleviate these problems. We can advise you on ideas like migrating to the cloud, changing to Office 365, implementing a new software solution or building reports and dashboards that makes data more easily available and accessible.