Services and Solutions
Private Client Services

Private Client Services

AKT Private is a team of specialists focused on addressing the unique tax and financial issues affecting individuals and their families. Our professionals bring peace of mind through providing proactive consulting on everything that touches your financial life.

AKT offers the experience, expertise and resources of a global firm with the personalized attention and client service of a local professional.

Our Services Include:

Tax Services and Strategies:
Tax legislation changes rapidly. At AKT, we are constantly assessing how to apply these changes to your individual situation and will present you with various planning ideas throughout the year.

AKT Private's comprehensive tax services include identifying strategies for tax minimization, year-end planning, coordinating with client's overall financial plan, their business needs and tax compliance services.
Financial Planning:
A comprehensive financial plan is the fundamental foundation upon which all financial decisions are made. At AKT, we dedicate time to learn about your personal financial situation and work with you to develop a creative and customized financial strategy that protects your lifestyle and helps achieve your goals.

AKT's financial planning services include retirement planning, estate planning, insurance planning, business transition planning and education planning.
Wealth Management:
At AKT, our team of professionals work with you to develop a custom investment plan that reflects your unique circumstance, your financial goals, investment time horizon and stage of life.

Our services enable clients to make informed, deliberate investment decisions.