Private Client Services

Private Client Services

MTA specializes in providing tax and financial services to high net-worth individuals. Our experienced team will take an intimate, hands-on approach to help you achieve your financial objectives.

Our personal approach to private client services is supported by our technical expertise, regulatory knowledge, proactive tax solutions, and advisory capabilities. We have decades of tax planning, wealth preservation, and complicated transaction experience that benefit our private clients.

Tax Planning and Compliance

MTA puts family first. We have a deep understanding of tax implications that can impact long-term financial success when planning for your family and business. We provide sophisticated, proactive and confidential tax planning and compliance services. You will receive advice on how to avoid tax law compliance violations, reduce your tax burden, preserve your wealth, and secure your family’s future.

We offer the following private client services:

  • Estate and wealth succession planning
  • Family offices services
  • Trust and gift planning services
  • Wealth generation succession planning

You need a team that can provide tax, estate and financial planning to help you preserve wealth across generations. MTA will be your trusted partner during every step of your successful financial journey.

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