For 90 years, innovative and hardworking individuals and companies have turned to Plante Moran to help them build on their excellent ideas and foster growth and security for their businesses.
It was natural for many of our clients to turn to those same trusted business advisors with questions about preserving their personal wealth and ensuring the future for their families or for the charitable organizations that they supported.
For those individuals, not-for-profit organizations and corporate entities, we have organized a holistic wealth management practice for personal wealth management services and a comprehensive institutional investment consulting practice to support foundations, endowments, and corporate benefit plan sponsors in their investment planning and fiduciary responsibilities.
For both audiences, our integrated, client-first approach offers efficiencies and exceptional solutions based on the collaboration and coordination of experienced team members across a range of disciplines and affiliates, including:
• Institutional investment consulting*
• Personal investment planning and asset management*
• Income tax planning and compliance
• Estate and charitable planning
• Trust administration*
• Insurance services*
• Family office
*Offered through Plante Moran affiliates