Since 1990, Private Client Holdings has been assisting families define and implement strategies for managing their wealth. PCH take on the tasks associated with a traditional family office including; investment and portfolio management, tax and administrative services consolidated reporting, transaction banking, estate and succession planning - ensuring that the family wealth successfully grows from generation to generation

Private Client Holdings

Grant Alexander

This department focuses on providing personalized financial planning and investment services to clients.

Wealth Management

This department assists clients in developing personalized financial strategies to meet their long-term goals.

Financial Planning

This department manages and oversees fiduciary responsibilities, including the administration of estates and trusts.

Fiduciary Services

This department oversees the administration and management of various portfolios to ensure optimal performance and organization.

Portfolio Management

This department manages financial records, ensures compliance with tax regulations, and provides accounting support to clients.

Accounting Services

This department is responsible for conducting audits and overseeing training related to audit practices.

Private Client Holdings

Org chart

Teams

Wealth Management

Financial Planning

Fiduciary Services

Portfolio Management

Accounting Services

Audit Services

Offices

Private Client Holdings

Org chart

Teams

Wealth Management

Financial Planning

Fiduciary Services

Portfolio Management

Accounting Services

Audit Services

Offices

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