Skip to content
Private Client Services

The Attention Your Wealth Deserves

Who’s coordinating the full picture of your financial life?

Walter Shuffain’s Private Client Services group advises high-net-worth individuals and families on the full scope of their financial lives—tax planning, estate and trust strategy, wealth structuring, and the ongoing coordination and execution that keeps everything aligned.

Our relationships are built on deep knowledge of each client’s circumstances, continuity across generations, and the ability to deliver when the details matter most.

What do Private Client Services help manage?

Wealth creates complexity. More entities, more advisors, more jurisdictions, more decisions that depend on each other. Our role is to bring clarity and coordination to all of it—advising on the strategy, managing the execution, and keeping every professional in your life aligned and accountable.

We work directly with our clients and alongside their attorneys, wealth managers, and financial teams.

Many of our longest relationships began as referrals of each client’s circumstances, continuity across generations, and the ability to deliver when the details matter most.

Year-round individual, trust, and estate tax strategy and preparation.

Structuring, administration, and ongoing management aligned with your attorneys and advisors.

Entity design, ownership transitions, and strategies built to hold across generations.

Alignment across your attorneys, wealth managers, and bankers—keeping everyone working toward the same objectives.

A single, clear view across all accounts, entities, trusts, and investments.

Bill pay, household payroll, cash flow oversight, vendor management, and day-to-day financial execution.

Giving strategy, private foundation administration, and compliance.

How do we fit into your existing advisory structure?

Alongside Your Existing Advisory Team

Many of our clients have strong advisory relationships already in place. We provide the tax, trust, and administrative depth that complements those relationships—deeper planning, current reporting, and consistent execution across every entity and structure.

Or

As Your Central Point of Coordination

For clients who need one team to manage the full financial picture, we take ownership of coordination and execution across every advisor and responsibility involved—keeping reporting clean, communication aligned, and every detail accounted for.

In both cases, you work directly with experienced professionals who know your situation and are accessible when you need them.
As someone with an accounting background, I appreciate the level of expertise Walter Shuffain brings to the table. They explain complex issues in a practical, easy-to-understand way. Over the years, they've helped us through audits, tax planning, business changes, and most recently, the R&D tax credit process. Their team is responsive, collaborative, and takes the time to understand our business. We've never felt like just another client, and that's why we've continued to work with Walter Shuffain for nearly two decades.
Kimberlee Ellis Sweetser
Chief Financial Officer
Scalable Display Technologies, Inc.
Walter Shuffain has given us a much clearer view of how our practice is performing. Their team provides reporting, analysis, and ongoing guidance that help us make better business decisions with confidence. One example was their ability to break down performance metrics, giving us greater visibility into key areas of the practice and helping us better manage and motivate our team. Beyond the numbers, what stands out is their responsiveness and accessibility. When questions come up, we know we can reach someone who understands our business and can provide timely guidance. They have become a valuable resource for both day-to-day questions and longer-term decision-making.
Dr. Rosemarie Sheline
Maple Way Dental Care
Walter Shuffain has been a trusted partner to Northland for two decades. They’ve consistently delivered a powerful combination of deep real estate tax expertise, attention to detail, and exceptional responsiveness. As our business has grown and evolved, their team has provided thoughtful, practical guidance across complex tax matters, fund structures, and real estate transactions. They are knowledgeable, outcomes-oriented, and genuinely invested in our success. Most importantly, Walter Shuffain has earned our confidence and trust through the strength of our relationship and the quality and accuracy of their advice. As a result, our partnership has continued to grow over time.
Matthew Gottesdiener
Chief Executive Officer
Northland
Walter Shuffain has been a trusted advisor to Chestnut Hill Realty for more than 50 years, and that longevity reflects the strength of the relationship they have built with our organization over time. They have grown alongside us, remained highly responsive to our needs, and consistently provided dependable tax guidance and support as new issues arise. What stands out most is that the relationship goes well beyond compliance work. Their team understands our business, is available when we need them, and brings a level of continuity, loyalty, and personal commitment that has made them a valued long-term partner.
Peter Poras
President of Investments
Chestnut Hill Realty
Walter Shuffain has been a trusted advisor to New England Development for more than 50 years. In a business as complex as ours, that kind of continuity, service, and institutional knowledge is important. They support us across tax planning, compliance, audits, and a wide range of matters that come up over the course of the year, and they do it with a high level of knowledge and responsiveness. What has always stood out is the loyalty on both sides and the consistency of the relationship over time. Walter Shuffain is smart, high-quality, efficient, responsive, and they make us feel like a priority.
Liam Patterson
Executive Vice President, Chief Accounting Officer
NEW ENGLAND DEVELOPMENT
Walter Shuffain has been a steady hand for our organization for more than 15 years. What sets them apart is the continuity of the relationship and the confidence that comes from working with professionals who truly know our organization. Their team stays engaged throughout the year, understands our operations, and provides thoughtful guidance whenever questions or challenges arise.

Whether it's audit planning, tax matters, or navigating unexpected issues, we know we have direct access to experienced advisors who are responsive, dependable, and invested in our success. Our audits are consistently smooth and well-managed, but more importantly, Walter Shuffain brings the kind of institutional knowledge and long-term perspective that helps us make informed decisions with confidence. They have become far more than an accounting firm—they are a trusted partner we rely on year after year.
Pamela Messenger
President
Friends of Post Office Square

Why do families and advisors choose Walter Shuffain?

Strategy and Execution Together

We handle tax planning, trust accounting, bill pay, consolidated reporting, and advisor coordination—delivering both the thinking and the follow-through in one team.

Direct Access to Your Team

You work with experienced professionals who know your family, your structures, and your goals. Consistent, senior-level attention across every engagement.

Built for Complexity

Multi-generational wealth, layered trust structures, entities across jurisdictions, and sensitive family dynamics—we bring deep experience to the situations that require it.

Trusted by Advisors

A significant portion of our relationships begin as referrals from wealth advisors, attorneys, and dedicated advisory teams who need a partner with deeper tax, trust, and administrative capabilities.

What This Looks Like in Practice

Common challenges our clients face
Multiple advisors with no central coordination
Our Solution
  • We serve as the central point of contact, ensuring alignment across every professional involved.
Complex trust and entity structures
Our Solution
  • We manage trust accounting, compliance, and consolidated reporting across every entity.
Advisor referral for deeper support
Our Solution
  • We work alongside your existing RIA or advisory team to provide the tax, trust, and administrative depth they need.
Speak with a partner about how Private Client Services can support you.

Meet Our Team

“We’re business owners advising business owners. That changes every conversation, and every answer.”
— Jon Yorks, Chief Executive Officer & Managing Partner

Common Questions

Tax planning and preparation for individuals, trusts, and estates. Wealth structuring. Bill pay and household financial management. Consolidated reporting. Advisor coordination. Philanthropy and foundation support. We provide both the strategy and the execution.

Individuals and families with complex financial lives—multiple entities, trusts, properties, advisors, or generational wealth considerations. Our clients typically need more than a standard tax preparer can provide.

Wealth managers focus on investments. We focus on everything else—taxes, trust accounting, bill pay, reporting, and the coordination that keeps all of it working together. The best outcomes happen when both work in sync.

Yes. Many of our relationships start as referrals from wealth advisors, attorneys, and dedicated advisory teams who need deeper tax, trust, and administrative support for their clients. We collaborate with your existing team—we don't replace them.

We do that too. We can serve as the central point of coordination across your full financial life—managing execution, communication, and reporting across every advisor and entity involved.

Reach out to a partner directly. We'll start with a conversation about your current situation and where we can help.

Insights

What’s worth knowing

Ready to experience the difference?

Walter Shuffain is the brand name under which Walter Shuffain Advisors Inc. and WS CPAs P.C. provide professional services. Walter Shuffain Advisors Inc. and WS CPAs PC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. WS CPAs PC is a licensed independent CPA firm that provides attest services to its clients. Walter Shuffain Advisors Inc. and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities are independently owned and governed and are not liable for the services provided by any other entity providing the services under the Walter Shuffain brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by WS CPAs PC and Walter Shuffain Advisors Inc.
Privacy Policy Accessibility