moss adams_ pcs for individuals and families
TRANSCRIPT
Getting where you are took hard work and diligence. Yet preserving and building on what you’ve earned amid changing tax codes, estate laws, investment landscapes, and family relationships can be even more challenging. That’s what makes having a solid plan—and the right advisor to help craft it—so important.
INTEGR ATED SOLUTIONS FOR INDIV IDUAL S AND FAMILIES
Customized Wealth Solutions
Your personal financial situation is unique, and the advice you receive from your professional advisors should reflect that. Whatever your goals—whether what’s important to you is philanthropy, travel, retirement, or starting a business endeavor—Moss Adams LLP can provide clear, attentive, customized guidance at every stage of your life.
Whether it’s helping you manage transitions that impact your wealth—such as a business purchase or sale, marriage, inheritance, or a restructuring of your stock options—or building a strategy tailored to your long-term goals, we devote the talents of our full team to serving your needs. With us focused on your financial security, you can focus on your life.
Focused Commitment to Your Financial Goals
Building your wealth starts with identifying your goals and then developing a sound strategy to reach them, preparing for both the anticipated and the unanticipated. That’s why having an experienced guide makes all the difference.
Moss Adams has a keen understanding of the factors that shape your ability to build wealth. We integrate that knowledge to provide you with a wide-angle view of your financial landscape, helping you see new and better opportunities. Our specialized services will help you and your family work toward your goals while reducing taxes and managing risk.
The comprehensive service you’ll receive reflects not only our technical expertise but our sensitivity to your unique requirements. We’ll look out for your interests—just as we’ve done for clients for more than a century.
FOCUSED ON YOUR GOALS
P R I V A T E C L I E N T S E R V I C E S
www.mossadams.com/privateclients
FAMILY OFFICE
WEALTH MANAGEMENT
Bill Paying
Bookkeeping
Household Employee Payroll
Cash Flow & Budgeting
Liquidity Management
Reporting & Communication
Coordination of Key Advisors
Heir Preparation Counseling
Family Vision & Governance
PERSONAL TAX
Personal Financial Planning
Investment Management & Consulting
Insurance Management & Consulting
Personal Financial Planning
Investment Management & Consulting
Insurance Management & Consulting
Tax Planning
Tax Preparation
Stock Option Planning
Estate Planning
Tax Planning
Tax Preparation
Stock Option Planning
Estate Planning
Tax Planning
Tax Preparation
Stock Option Planning
Estate Planning
Integrated Expertise for Individuals and Families
We’ll grow our relationship with you as your needs evolve, giving you access to a broad and deep set of tightly integrated solutions.
Assurance, tax, and consulting services offered through Moss Adams LLP. Investment advisory and personal
financial planning services offered through Moss Adams Wealth Advisors LLC. Investment banking and strategic
advisory services offered through Moss Adams LLC.
Printed on 100 percent recycled paper. Moss Adams is an Equal Opportunity Employer
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ABOUT MOSS ADAMS
Nationwide, Moss Adams and its affiliates provide insight and expertise integral to your success.
Moss Adams LLP is a nationwide leader in assurance, tax, consulting, risk management, transaction, and private client services.WWW.MOSSADAMS.COM
Moss Adams Wealth Advisors LLC provides investment management, personal financial planning, and insurance strategies to help you build and preserve your wealth.WWW.MOSSADAMSWEALTHADV ISORS .COM
Moss Adams Capital LLC offers strategic advisory and investment banking services, helping you create greater value in your business.WWW.MOSSADAMSCAPITAL .COM