Private Wealth

No two clients and situations are alike; we understand tax planning services are based upon a close and trusted relationship between client and advisor. We will get to know you, your goals and your unique situation. Our experts will work closely with your other professionals to develop integrated plans that help you accomplish your financial goals.

Prager Metis will work together with your lawyers, banks, and insurance companies to ensure everyone in your team is working with the correct financial information. Our extensive experience means we have built relationships with a large number of professionals and can offer our trusted advice on legal services as well as financial institutions.