Getting where you are took hard work and diligence. Yet preserving and building on what you’ve earned amid changing tax codes, estate laws, investment landscapes, and family relationships can be even more challenging. That’s what makes having a solid plan—and the right advisor to help craft it—so important.

INTEGR ATED SOLUTIONS FOR INDIV IDUAL S AND FAMILIES

Customized Wealth Solutions

Your personal financial situation is unique, and the advice you receive from your professional advisors should reflect that. Whatever your goals—whether what’s important to you is philanthropy, travel, retirement, or starting a business endeavor—Moss Adams LLP can provide clear, attentive, customized guidance at every stage of your life.

Whether it’s helping you manage transitions that impact your wealth—such as a business purchase or sale, marriage, inheritance, or a restructuring of your stock options—or building a strategy tailored to your long-term goals, we devote the talents of our full team to serving your needs. With us focused on your financial security, you can focus on your life.

Focused Commitment to Your Financial Goals

Building your wealth starts with identifying your goals and then developing a sound strategy to reach them, preparing for both the anticipated and the unanticipated. That’s why having an experienced guide makes all the difference.

Moss Adams has a keen understanding of the factors that shape your ability to build wealth. We integrate that knowledge to provide you with a wide-angle view of your financial landscape, helping you see new and better opportunities. Our specialized services will help you and your family work toward your goals while reducing taxes and managing risk.

The comprehensive service you’ll receive reflects not only our technical expertise but our sensitivity to your unique requirements. We’ll look out for your interests—just as we’ve done for clients for more than a century.

FOCUSED ON YOUR GOALS

P R I V A T E C L I E N T S E R V I C E S

www.mossadams.com/privateclients

FAMILY OFFICE

WEALTH MANAGEMENT

Bill Paying

Bookkeeping

Household Employee Payroll

Cash Flow & Budgeting

Liquidity Management

Reporting & Communication

Coordination of Key Advisors

Heir Preparation Counseling

Family Vision & Governance

PERSONAL TAX

Personal Financial Planning

Investment Management & Consulting

Insurance Management & Consulting

Personal Financial Planning

Investment Management & Consulting

Insurance Management & Consulting

Tax Planning

Tax Preparation

Stock Option Planning

Estate Planning

Tax Planning

Tax Preparation

Stock Option Planning

Estate Planning

Tax Planning

Tax Preparation

Stock Option Planning

Estate Planning

Integrated Expertise for Individuals and Families

We’ll grow our relationship with you as your needs evolve, giving you access to a broad and deep set of tightly integrated solutions.

Assurance, tax, and consulting services offered through Moss Adams LLP. Investment advisory and personal

financial planning services offered through Moss Adams Wealth Advisors LLC. Investment banking and strategic

advisory services offered through Moss Adams LLC.

Printed on 100 percent recycled paper. Moss Adams is an Equal Opportunity Employer

LLP_0073_1502

ABOUT MOSS ADAMS

Nationwide, Moss Adams and its affiliates provide insight and expertise integral to your success.

Moss Adams LLP is a nationwide leader in assurance, tax, consulting, risk management, transaction, and private client services.WWW.MOSSADAMS.COM

Moss Adams Wealth Advisors LLC provides investment management, personal financial planning, and insurance strategies to help you build and preserve your wealth.WWW.MOSSADAMSWEALTHADV ISORS .COM

Moss Adams Capital LLC offers strategic advisory and investment banking services, helping you create greater value in your business.WWW.MOSSADAMSCAPITAL .COM