FAMILIES & INDIVIDUALS

Seiler LLP serves a broad range of high-net-worth clientele, including a number of individuals and multi-generational family groups listed on the Forbes 400.
Our advisors and accountants are highly versed in the issues and concerns of affluent clients, and our knowledge of economic conditions, tax legislation and accounting standards provides our clients with sophisticated solutions that preserve wealth throughout the generations.

Holistic Approach

Many of our clients have a diverse range of assets, revenues and philanthropic interests. As such, they often benefit from custom solutions that consider their goals, assets, revenues and financial interests, both individually and as parts of a whole. Because Seiler offers a full spectrum of integrated services, we are able to offer the kind of holistic council that our clients require to navigate their complex financial worlds from both long- and short-term perspectives.

Collaboration

We believe that close collaboration is an invaluable aspect of our superior service. Our professionals place a high emphasis on long-term

relationships and frequent face-to-face communications with our clients. A majority of our partners and managers have long tenure with Seiler, so it is typical for the same team to serve a client for many years. These stable relationships provide significant value, as well as cost efficiencies for our clients and help us to proactively identify opportunities and issues that may affect them.

Over the years, our professionals have also built successful relationships with many of our clients’ trusted advisors, including wealth managers, attorneys, trustees and others. This ability to excel as a team helps us to understand our clients’ complete financial picture and to craft solutions in a collaborative manner.

Family & Individual Services: