Counsel reserved
for those who
require more than
a portfolio.
Our private client practice serves individuals, families, and principals whose wealth, complexity, and long-term objectives demand counsel that transcends conventional advisory relationships.
Advisory is personal.
Ours is singular.
Most advisory relationships are built around products — managed portfolios, insurance structures, or lending facilities that generate revenue for the advisor. Our private client practice is built around the client’s actual situation: their goals, their family dynamics, their obligations, and their definition of success.
We hold no proprietary products, accept no placement fees, and carry no inventory to sell. Every recommendation we make exists solely because it serves the client in front of us.
What private
client counsel encompasses
A private client engagement is not a menu of services — it is a relationship. The following represents the domains across which we typically advise, though every engagement is shaped by what the client actually requires.
Comprehensive analysis of how wealth is held, titled, and positioned — identifying structural inefficiencies in tax, liability, and estate planning before they compound across generations.
Independent review of investment programs — evaluating manager selection, asset allocation, fee structures, and performance attribution without the conflicts inherent in a captive advisory model.
Strategic counsel for clients with significant concentrated equity — evaluating hedging, monetization, exchange, and gifting strategies across tax efficiency, timing, and long-term portfolio objectives.
Designing the structures — trusts, entities, and gifting programs — through which wealth passes across generations with minimal friction, preserved values, and sustainable governance.
From private foundations to donor-advised funds, we structure and govern philanthropic capital to maximize impact, satisfy charitable intent, and integrate seamlessly with the broader estate plan.
Evaluating the full spectrum of personal risk — liability, asset protection, insurance coverage, and business risk — to ensure that wealth is not just grown but defensively positioned.
How a private client
relationship unfolds
A private client relationship is not initiated with a form. It begins with a conversation — and is structured from that point forward around what we learn about you, not what our firm offers.
A private, unhurried consultation with no obligation or agenda beyond understanding your situation.
A thorough review of current structures, advisors, documents, and objectives — identifying what exists and what is missing.
A clearly defined advisory mandate — scope, priorities, and the specific outcomes we are retained to pursue.
Coordinated implementation across your existing advisors — legal, tax, investment — with ARH providing oversight and integration.
Ongoing counsel as circumstances evolve — proactive, responsive, and built for a relationship measured in decades.
“The most consequential financial decisions a client will ever face rarely arrive on schedule. They require an advisor who already knows them — not one who needs to be briefed.”
Private Client Practice
arhconsults.com
Discretion is not a feature.
It is a foundation.
Private client advisory is only possible when the client can speak without reserve. Our practice is structured — legally and operationally — to protect that conversation absolutely.
We do not share client information with third parties, do not participate in referral arrangements that create disclosure obligations, and do not accept engagements where our obligations to one client could compromise another.
Every private client engagement begins the same way — with a conversation that is entirely about you. No presentations, no proposals, no firm credentials until we have earned the right to offer them.
Request a Private ConsultationThe right advisor
changes everything.
A private, confidential consultation with no obligation. We will tell you honestly whether we are the right counsel for your situation.