For Senior Level Executives & Their Families

Clark Schaefer Hackett’s Executive Assignment Group (“EAG”) acts as your “personal CFO” - a highly skilled, objective advisor who minds the financial and tax details of your life. While you are focusing on the needs of your company, we act as your alternate in evaluating personal financial and tax decisions. 

The EAG customizes the services provided to the needs of each executive and his or her family.  In addition to compliance services such as preparation of individual, corporate, foundation, and gift tax returns, our group can clarify your current financial situation; develop a tax minimization and estate planning strategy; perform portfolio analysis; and evaluate complex financial instruments.  Our team supports senior executives as their lives and careers evolve.  The EAG includes certified public accountants and attorneys with unique qualifications and designations that can help you through challenging life choices. 

Discretion and integrity are the watchwords of our practice.  We are available to meet and provide services at the times and places that are most convenient for the schedules of our clients and their families.  Our clientele include the top executives of the leading public companies as well as business owners of many of the largest privately-held companies in the region.