Grant Thornton

Grant Thornton's Private Wealth Services practice sits within one of the largest professional services firms in the United States, offering tax advisory, estate planning, and family office services to privately held business owners, high net worth individuals, and family offices. The practice is structured around a named group of specialists rather than a generalist tax team, with dedicated regional leaders in markets including Dallas, New York, Chicago, Milwaukee, and Reno. That geographic distribution means clients typically engage with a local partner who leads the relationship rather than being managed from a central hub.

For family offices evaluating a tax and advisory partner, the practice addresses four primary areas:

• Family office services including compensation and benefits consulting, treasury and operational analysis, trust and charitable giving planning
• Income, trust, and estate tax compliance and multi-year planning
• Business succession and transfer planning, including due diligence, acquisition valuation, and IPO preparation
• Wealth preservation through structures such as Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, and family partnerships

Grant Thornton notes that 20 percent of Fortune 500 companies are tax clients and the firm serves over 5,400 tax clients with more than 2,400 tax professionals across the U.S. That scale can be an advantage when complex multi-state or cross-entity situations require coordinated expertise. However, the Private Wealth Services offering is positioned as a secondary practice line within a large generalist firm, not a standalone wealth-focused firm. Families seeking a dedicated single-family office specialist or a firm whose entire business is private wealth may find the generalist context a meaningful trade-off. Pricing is not publicly disclosed.

• Family office advisory including compensation, treasury, and operational planning
• Income, trust, and estate tax compliance and multi-year planning
• Business succession and transfer planning
• Wealth preservation and estate structuring
• Charitable giving and trust planning
• IPO preparation and acquisition valuation

• Family office compensation and benefits consulting
• Grantor Retained Annuity Trust planning
• Qualified Personal Residence Trust structuring
• Life insurance and annual gifting planning
• Family partnership structuring
• Due diligence and acquisition valuation for succession
• Year-end and multi-year income tax planning
• Estimated payment and withholding calculation
• Charitable giving strategy
• Will review and estate plan advisory

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

Direct contact with named regional partners and managing directors via phone and email.