Private Client Services for High-Net-Worth Individuals

Strategic Guidance. Lasting Wealth.

At Royce A. Belcher, CPA, we specialize in helping high-net-worth individuals preserve, grow, and transfer wealth with precision and purpose. Our Private Client Services are designed for those whose financial lives are complex — business owners, executives, investors, and families who require more than tax preparation. You need proactive planning, discreet advisory, and a trusted team that sees the big picture.

Comprehensive Wealth Advisory

Our approach integrates every aspect of your financial life — from sophisticated tax strategy to estate and philanthropic planning. We coordinate seamlessly with your legal and investment advisors to ensure your goals are aligned and your legacy is protected.

Our services include:

  • Advanced Tax Planning & Compliance – Structuring income, investments, and business interests to minimize tax exposure.

  • Estate & Trust Planning – Protecting family wealth through efficient succession, trust administration, and gifting strategies.

  • Business Owner Planning – Guiding owners through growth, transition, and exit strategies while optimizing after-tax outcomes.

  • Multi-State & International Taxation – Managing complex residency, investment, and global income matters.

  • Philanthropy & Foundation Advisory – Structuring charitable giving to achieve meaningful impact with maximum tax efficiency.

Personalized Attention. Proven Experience.

With over 150 years of combined professional experience, our team brings a deep understanding of high-net-worth needs and the ever-changing tax landscape. We pride ourselves on discretion, responsiveness, and the ability to deliver clarity in complex financial situations.

You’ll receive dedicated, year-round attention — not just during tax season — ensuring every opportunity is identified and every risk is managed.

Preserve Your Legacy

Financial success deserves a strategic partner who understands the responsibilities and opportunities that come with it. At Royce A. Belcher, CPA, we help you make informed decisions today that secure the future for generations to come.