Personal Wealth Planning

Personal Wealth Planning

There are important financial decisions to be made at each stage in your life. We are familiar with the financial scenarios facing you today and in the future, and offer a comprehensive list of services to help you meet your goals.

Our wealth planning services offer you the chance to protect your assets and provide for your loved ones. You can enjoy the present, secure in the knowledge that you’re prepared for the future.

Our services include:

  • Gift tax planning and compliance
  • Estate tax planning and compliance
  • Trust tax planning and compliance
  • Traditional and complex income tax planning and compliance
  • Wealth building plan review
  • Charitable planning
  • Wealth transfer planning
  • Business succession planning
  • Retirement planning
  • Social Security planning
  • Cash flow planning
  • Education planning
  • Multi-state residency planning
  • Divorce financial planning and tax structuring

We work with:

  • Bank Trust Departments
  • High net worth individuals
  • Highly compensated individuals
  • Owners of privately held companies
  • Physicians
  • Entrepreneurs
  • Attorneys
  • Investors
  • Family Offices
  • Executives of publicly traded companies*

* Public company executives are served by our Executive Assignment Group (EAG). They are a group of advisors who focus in complex SEC reporting requirements. These executive clients go through the CSH Personal Wealth Planning Process guided by a professional who understands the added complexity of their positions.

Personal Wealth Planning Guidance

Our goal is to provide you with insights and ideas that help you reach your goals.

Upcoming Conferences

Check back soon to see the events at which we’ll be guests, sponsors and speakers. We’d love to connect with you there.

Upcoming Webinars

Our webinars keep you in-the-know on business-critical trends and issues. Check back shortly to see upcoming topics.

How Can We Help You?

With a vast array of solutions to meet the needs of growing businesses, individuals and families, the question isn’t if we can help but how.

Personal Wealth Planning Team

We offer best-in-class technical expertise and services, but it’s the quality of our professionals that set us apart. At CSH, relationships matter, and we believe creating supportive, helpful, working relationships is perhaps the most valuable talent we offer. How can we support you? Contact one of our team members below or explore our searchable page of all firm professionals.