Culp Elliott & Carpenter’s Private Client Services group provides an interdisciplinary approach to addressing the complex needs of wealthy individuals, entrepreneurs, and families related to their businesses, investments, wealth transfer planning and philanthropic activities. Personal service and attention to individual, business, and family circumstances are hallmarks of Culp Elliott & Carpenter’s private client practice. The Private Client Services group advises on a broad array of wealth management issues, including estate planning and administration, business succession and intergenerational tax and succession planning, business organization, real estate, retirement planning and charitable giving.
