Private Client Services
 


The WeiserMazars Private Client Services (PCS) Group provides customized solutions to the tax, financial and business challenges facing high net worth individuals, their families, and closely-held business owners. Our focus is on taking care of you. We do this with a coordinated approach that ensures there will always be someone to work with you in a proactive, integrated and high-touch manner.

Value-Added Advice, Industry Experience We do not believe in single-platform solutions. Our highly personalized tax and financial planning services are founded on consistent, hands-on service to our distinguished clients. By building a close, trusted relationship with you and your family, we develop a deep understanding of your situation and create comprehensive services that help you meet your goals – now and in the future.

 
Our Services
We help you preserve and grow your wealth with a set of specialized tools that are configured to fit your unique situation
  
PCS for Executives
We provide comprehensive tax and financial planning for executives of public and private companies
  
PCS for WOMEN
We take a collaborative approach to addressing the specific needs of women, including longevity, proactively exploring your options, so that you are prepared for life changing events, rather than reacting to them. Together, we build the secure financial future you desire.
  
PCS for Family Offices
We provide a full range of services tailored exclusively to the multi-generational, international needs of family offices.
  
PCS for Attorneys
As individuals in the professional services, we understand the special challenges that those involved in partnership structured businesses face. We are able to supply strategies that help create long-term security for both the individual and the business.
  


PCS for Matrimonial Planning
Our Matrimonial Planning Group offers a complete analysis of your client’s financial, tax and advisory needs.
  


Introduction to PCS
Hear Private Client Services Practice Leader, Lisa Osofsky explain what is PCS, what makes a good PCS client and the 3 ways we differentiate ourselves.
  
PCS for Next Generations
We help you leverage your resources – financial and personal – to create the future you envision.
  


PCS for Athletes and Entertainers
We provide wealth preservation and financial planning strategies to athletes and entertainers whose needs are unique due to the challenges created by highly variable revenue streams.
  


PCS Leadership Team
Our focus is on taking care of you. We do this with a coordinated approach that ensures there will always be someone to work with you in a proactive, integrated and high-touch manner.
  
 

WeiserMazars Wealth Advisors LLC
WeiserMazars offers Wealth Advisory services through our registered investment advisor, WeiserMazars Wealth Advisors LLC…
       




Private Client Services

The WeiserMazars Private Client Services (PCS) Group provides customized solutions to the tax, financial and business challenges facing high net worth individuals, their families, and closely-held business owners. Our focus is on taking care of you. We do this with a coordinated approach that ensures there will always be someone to work with you in a proactive, integrated and high-touch manner.

Value-Added Advice, Industry Experience We do not believe in single-platform solutions. Our highly personalized tax and financial planning services are founded on consistent, hands-on service to our distinguished clients. By building a close, trusted relationship with you and your family, we develop a deep understanding of your situation and create comprehensive services that help you meet your goals – now and in the future.

Our Services
We help you preserve and grow your wealth with a set of specialized tools that are configured to fit your unique situation
  

PCS for WOMEN
We take a collaborative approach to addressing the specific needs of women, including longevity, proactively exploring your options, so that you are prepared for life changing events, rather than reacting to them. Together, we build the secure financial future you desire.
  

PCS for Attorneys
As individuals in the professional services, we understand the special challenges that those involved in partnership structured businesses face. We are able to supply strategies that help create long-term security for both the individual and the business.
  

PCS for LGBT Planning
As a same-sex couple, you, your spouse or partner, and your family face a number of hurdles that are particular to your situation. While you may be married or in a domestic partnership under state law…
  

Introduction to PCS
Hear Private Client Services Practice Leader, Lisa Osofsky explain what is PCS, what makes a good PCS client and the 3 ways we differentiate ourselves.
  


PCS for Executives
We provide comprehensive tax and financial planning for executives of public and private companies
  

PCS for Family Offices
We provide a full range of services tailored exclusively to the multi-generational, international needs of family offices.
  

PCS for Next Generations
We help you leverage your resources – financial and personal – to create the future you envision.
  

PCS for Athletes and Entertainers
We provide wealth preservation and financial planning strategies to athletes and entertainers whose needs are unique due to the challenges created by highly variable revenue streams.
  

PCS Leadership Team
Our focus is on taking care of you. We do this with a coordinated approach that ensures there will always be someone to work with you in a proactive, integrated and high-touch manner.
  


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