Tax and wealth strategies as unique as you and your financial goals

Just as building your wealth took time and many strategic decisions, preserving and maximizing the value you created requires a thoughtful and robust approach. You need advisors you can trust with this essential component of your current lifestyle and financial future – so that you can focus on the business or family office that drives it.

Grassi’s Private Client Services professionals are skilled at addressing the unique aspects of your family, business, estate and overall financial plan. Readily accessible and highly knowledgeable, our Private Client Services advisors specialize in putting your goals and dreams at the center of every service and solution we provide.

Our high-touch services for individuals, family limited partnerships, family offices, real estate entities and private foundations include tax planning; trust, estate and gift planning; bill pay and concierge services; business valuations; M&A due diligence; succession planning and retirement planning.  

Infographic detailing the array of services under the Private Client Services umbrella: Tax, Trusts & Estates, Family Office, Life Care, Wealth Management, Gifting & Philanthropy, Transition