Forvis Mazars

Forvis Mazars LLP is one of the largest public accounting and consulting firms in the US and the US member of the Forvis Mazars global network. Forvis Mazars Private Client is an integrated team of wealth management, consultative tax and family office professionals serving high-net-worth individuals and multigenerational families.

The family office offering focuses on accounting for and managing a family's wealth and helping transfer it to the next generation. Investment management is provided by Forvis Mazars Wealth Advisors, LLC, a wholly owned SEC-registered adviser with more than $11.8 billion in assets under management and advisement as of 31 December 2025.

Key facts

• Headquarters: Springfield, Missouri, United States
• CEO: Tom Watson (re-appointed for a four-year term from 1 June 2026)
• Private Client leader: Holly Pantzer, national sector leader since 2020 and managing partner of Wealth Advisory since January 2026
• Wealth arm AUM/AUA: $11.8bn+ (31 Dec 2025)
• Ownership: Partner-owned; member of Forvis Mazars Group

What the firm does

• Outsourced family office accounting and bill pay services.
• Financial administration with automated, curated reporting dashboards.
• Consultative tax: income, trust, private foundation, gift and estate tax.
• Risk management and technology reviews.
• Wealth transition, philanthropy and legacy planning.
• Asset management through Forvis Mazars Wealth Advisors.
• Family governance and next-generation equipping.

For family offices

Forvis Mazars suits families who want a national CPA firm to run the accounting and tax side of the office while coordinating investments, estate planning and governance through one team.

Considerations and fit

Family office is one specialty within a very large firm. Investment advice comes from an affiliated RIA. Fees are not published.

Frequently asked questions

What family office services does Forvis Mazars offer?

Outsourced accounting and bill pay, financial administration, consultative tax, risk management and technology, wealth transition and philanthropy planning, asset management and family governance.

What is Forvis Mazars Private Client?

An integrated team of wealth management, tax and family office professionals; investment management runs through Forvis Mazars Wealth Advisors, LLC.

Who leads Forvis Mazars Private Client?

Holly Pantzer is national sector leader for Private Client and managing partner of Wealth Advisory. Tom Watson is CEO of Forvis Mazars US.

Sources: forvismazars.us private client and family office pages; Forvis Mazars news releases 25 Sep 2025 and 28 Jan 2026. Facts checked 21 October 2026.

• Outsourced family office accounting
• Bill pay
• Consultative tax
• Risk management and technology
• Wealth transition planning
• Asset management
• Family governance

• Integrated wealth, tax and family office team
• Curated reporting dashboards
• SEC-registered wealth affiliate
• Next-generation equipping
• Philanthropy and legacy planning

Built for Single Family Office (SFO), Private Wealth Owners / Principals.

Yes