Each family has unique needs and aspirations. The Private Client team at Grupp Organization provides a personalized experience that integrates optimal service with your goals and wealth management needs. Their passion is to enrich the lives of clients and their families by providing Private Client Services through a well-defined and integrated family enterprise service model. The team's motto is “family first” in ensuring the highest integrity, care and transparency with every interaction. Private Client Services include:

 

  • Estate & Tax Planning and Strategy
  • Fiduciary Services in support of your trusts and beneficiary development and requirements
  • Philanthropic Planning and Management
  • Security Services 
  • Lifestyle Management
  • Tax & Accounting (offered through an outsourced partnership.)