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Private Client Advisory

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Families that create or inherit substantial wealth face the challenge of managing its impact on current and future generations. FTI Consulting offers the following sophisticated consulting services to high-net-worth individuals and their families:

Our Services include:

  • Income tax planning and compliance
  • Estate tax planning
  • Financial and retirement planning
  • Family office services
  • Philanthropy and foundation services
  • Succession and governance planning
  • Fiduciary/trust accounting services
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