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    Private Wealth Services

    Preparing today to help you invest in tomorrow

     

    Prioritizing the protection of your investments

     

    As a privately-held business owner, high net worth individual, or family office member, you understand the value of your investments. Your business dealings offer a wealth of opportunity, but also responsibility, for you and your family.

     

    At Grant Thornton, we make it our priority to protect these investments, increase their value and preserve them for future generations. From managing tax obligations and net worth to planning business successions or transfers, our Private Wealth specialists are invested in you. 

     
     
     

    How we can help you

     

    Our Private Wealth Services team tackles challenges alongside you, designing fresh solutions with a balance of scale, skill and service you’ll only find here.

     
    Family Office Services

    Our team of advisors provide a wide range of service offerings for your family office, from compensation and benefits consulting, analysis and planning... Show more for family members, determining accounting, treasury and operational needs to trusts and charitable giving. We can offer a holistic, integrated package of private client services designed to consider your specific issues and concerns.

    Income, Trust & Estate Consulting & Compliance

    Our experience working collaboratively with attorneys, trustees, investment advisors and other professionals can help you with your... Show more income tax requirements. We can help with year-end and multi-year tax planning, income and deductions timing, calculation of withholding and estimated payments, increased after-tax returns and changes to tax laws.

    Business Succession & Transfer Planning

    Your business needs long-term plans for sustainability and continued growth. Learn from our teams how to develop and implement... Show more business succession plans through due diligence studies, acquisition valuation services, gifting and preparation for an IPO.

    Wealth Preservation

    When planning to meet your estate planning goals, consider us your partner in ensuring stability for your heirs. Our services include advising on will reviews, Grantor Retained... Show more Annuity Trusts, Qualified Personal Residence Trusts, life insurance planning, annal gifting, family partnerships and more. Let us help you explore and choose the most secure plan for your estate.

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    Connect with our Private Wealth Services leaders

     
    Headshot of Amanda Jay Bethard
    Jay Bethard

    Managing Director, Private Wealth Services

    +1 703 847 7552
    Headshot of Angie Sosa Headshot of Angie Sosa Headshot of Angie Sosa
    Angie Sosa

    Office Managing Partner- Privately Held Business

    Angie has more than ten years of experience in public accounting with Grant Thornton. Her area of specialization is in private wealth services including high net worth individuals

    Reno, Nevada

    +1 775 332 1791
    Service Experience
    • Tax
    • Private Wealth Services
    Headshot of Jesica Speer Headshot of Jesica Speer Headshot of Jesica Speer
    Jesica Speer

    Principal, Private Wealth Services

    +1 312 602 8833
    Headshot of Aaron Borden Headshot of Aaron Borden Headshot of Aaron Borden
    Aaron Borden

    Partner, Private Wealth Services

    Aaron Borden leads Grant Thornton’s Private Wealth Services practice in Dallas. Aaron has 20 years of experience finding solutions to complex tax problems for entrepreneurs, business owners, and family offices.

    Dallas, Texas

    +1 214 561 2604
    Service Experience
    • Tax
    • Private Wealth Services
    Headshot of Michele Melchior Headshot of Michele Melchior
    Michele Melchior

    Tax - Managing Director
    Privately Held Business

    +1 704 926 0337
    Headshot of Michael Jackson Headshot of Michael Jackson Headshot of Michael Jackson
    Michael Jackson

    Partner, Tax Services

    Mike Jackson is a Tax Services partner and leads the Philadelphia Private Wealth Services practice. Jackson has more than 20 years of experience providing a wide range of tax compliance and consulting, financial planning, and wealth transfer strategies for closely held businesses, private and publicly held company executives, and high net worth individuals.

    Philadelphia, Pennsylvania

    +1 215 701 8890
    Service Experience
    • Tax
    • Private Wealth Services
    Headshot of Daniel J. Potter Headshot of Daniel J. Potter Headshot of Daniel J. Potter
    Daniel J. Potter

    Managing Director, Family Wealth Planning Services

    Dan Potter is the director and the leader of Grant Thornton’s Private Wealth Services (PWS) practice in the Midwest market territory. The PWS practice provides tax advice to business owners, entrepreneurs, executives and high net worth families and individuals.

    Milwaukee, Wisconsin

    +1 414 277 6411
    Service Experience
    • Tax
    • Private Wealth Services
    Headshot of Mark Menard Headshot of Mark Menard Headshot of Mark Menard
    Mark Menard

    Partner – Private Wealth Services

    Mark is a Tax Services partner and leads the Private Wealth Services practice in Metro NY and New England.

    New York, New York

    +1 212 542 9991
    Service Experience
    • Tax
    • Private Wealth Services
     
     

    Ready to talk? We’re ready to listen.

     

    Request a meeting and a member of our team will be in touch to see what we can do to meet your needs.

     

    Want to submit an RFP? Please submit your request through our RFP submission page.

     
     
     

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