PRIVATE CLIENT SERVICES
 
OUR FOCUS IS 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. Our Private Client Services (PCS) Group possesses the resources, experience and global expertise to provide a full range of services tailored exclusively to high-net-worth individuals, closely-held business owners and their families.

HOME Athletes & Entertainers Attorneys Executives Family Offices Global Citizens/Mobility Matrimonial Planning NextGen Women
Value-Added Advice, Tailored to your Needs.

We can help you preserve and grow your wealth with a set of specialized tools that are configured to fit your unique situation. We cater to outhe exclusive and diverse requirements of clients with substantial wealth by:

  • Assigning an experienced and technically skilled staff of specialists who understand the full history and intricate nuances of your financial situation.
  • Offering customized financial solutions to meet the precise personal and business challenges you face.
  • Helping you identify goals and opportunities to plan appropriately for the future.
  • Delivering responsiveness, confidentiality and integrity to continue your legacy of financial.
 
Tax Services

We offer a combination of sophisticated tax planning, consulting and compliance services, with our signature high level of personal attention.
  
 
Financial Planning & Advisory

We work as a key member of your team of professional advisors to address all areas of your financial planning needs.
  
 
Mazars USA Wealth Advisors LLC

Mazars offers Wealth Advisory services through our registered investment advisor, Mazars USA Wealth Advisors LLC.
  
 
Our Specialty Groups

We provide customized solutions for Global Citizens/Mobility, Executives, Women, Family Office, NextGen, Matrimonial Planning, Attorneys, Athletes & Entertainers.
  

PCS LEADERSHIP TEAM

The Mazars 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.

 

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.

Lisa Osofsky | Partner
  212.375.6859
  Lisa.Osofsky@mazarsusa.com
  Detailed profile


Industry Insights

PRIVATE CLIENT SERVICES

 

OUR FOCUS IS 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. Our Private Client Services (PCS) Group possesses
the resources, experience and global expertise to provide a full range of services tailored exclusively to high-net-worth individuals, closely-held business owners and their families.

Value-Added Advice, Tailored to your Needs.

We can help you preserve and grow your wealth with a set of specialized tools that are configured to fit your unique situation. We cater to outhe exclusive and diverse requirements of clients with substantial wealth by:

    Assigning an experienced and technically skilled staff of specialists who understand the full history and intricate nuances of your financial situation.
    Offering customized financial solutions to meet the precise personal and business challenges you face.
    Helping you identify goals and opportunities to plan appropriately for the future.
    Delivering responsiveness, confidentiality and integrity to continue your legacy of financial.
 
Tax Services
We offer a combination of sophisticated tax planning, consulting and compliance services, with our signature high level of personal attention.
  
 
Financial Planning & Advisory
We work as a key member of your team of professional advisors to address all areas of your financial planning needs.
  
 
Mazars USA Wealth Advisors LLC
Mazars offers Wealth Advisory services through our registered investment advisor, Mazars USA Wealth Advisors LLC.
  
 
Our Specialty Groups
We provide customized solutions for Global Citizens/Mobility, Executives, Women, Family Office, NextGen, Matrimonial Planning, Attorneys, Athletes & Entertainers.
  

 

PCS LEADERSHIP TEAM

The Mazars 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. 

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.

Lisa Osofsky | Partner
  212.375.6859
  Lisa.Osofsky@mazarsusa.com
  Detailed profile


Industry Insights