Private Client Services
Invested in Your Success
There are important financial decisions to be made at every stage in your life.
Our advisors have experience guiding high net worth clients through the kinds of financial scenarios facing you today and in the future.
We offer customized tax planning solutions to maximize your wealth and help you reach your goals.
A Collaborative Approach
For CSH, private and family-owned businesses are not just another focus; it's what our firm was founded on more than 80 years ago. We are committed to supporting and strengthening your family.
We provide direct consultative functions, such as education, tax and estate planning, data management, administration, and financial reporting, tailored to your individual needs. In addition, we will coordinate with your other outside service providers such as investment advisors, bankers, attorneys, and other accountants, to help further your overall family vision.
Private Client Services
We understand that managing personal finances and wealth preservation require tailored strategies.
Private Client Services
Our goal is to offer personalized guidance that secures your financial future and preserves your legacy.
Related Services
Maintaining wealth looks different for every taxpayer, which is why CSH doesn’t believe in a one-size-fits all strategy.
A successful family office must align strategically with your family’s mission, embrace technology, and offer flexibility.
Preserving what you’ve worked hard to achieve is our top priority.
