Private Client Solutions

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Your wealth. Your legacy. Our expertise.

Managing significant wealth and complex financial lives – often across multiple entities — requires clarity, coordination, and trust. Eide Bailly’s Private Client Solutions team supports high-net-worth and ultra-high-net-worth individuals and families through every stage of life. By integrating tax, accounting, and wealth transition expertise, we serve as a single point of connection across your personal finances, entities, and advisors — so you can move quickly and confidently, with trusted, coordinated support at every stage.

What We Offer

  • High‑Net‑Worth & Ultra‑High‑Net‑Worth Advisory

  • Family Office Services

  • Tax Planning & Compliance

  • Trusts & Estates

  • Private Foundations

  • Legacy & Gifting

  • Succession Planning

  • Business Management & Consolidated Reporting

  • Technology

  • Lifestyle Concierge

Why Eide Bailly

We bring clarity and coordination to complex financial lives. Our Private Client Solutions team serves as a central point of connection across accounting, tax, estate and trust administration, and your existing advisors — delivering consolidated financial reporting and proactive guidance when it matters most.

We don’t just manage numbers—we manage relationships. Our approach is grounded in trust, discretion, and long-term partnership, helping everything work together so you can move forward with confidence.

Let us help you transform complexity into opportunity.
Protect your legacy with trusted tax, wealth transition, and accounting support, all in one place.
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WHAT OUR CLIENTS SAY
When we lost a loved one and I was unexpectedly named trustee, I had no idea where to start. The team at Eide Bailly was there for me at every step — calmly guiding the accounting and trust responsibilities and even assisting on things outside the numbers, like sorting through storage boxes. Their compassion and follow‑through turned an overwhelming situation into a path I could navigate with ease.
Jennifer A.
TrusteePrivate Family Estate

Ready to transform complexity into opportunity?

Connect with our Private Client Solutions team today and discover how we can help protect your wealth, achieve your goals, and create a lasting legacy.

Private Client Solutions Leadership

Tina Tharp

Tina Tharp

Market Leader

Tina helps growth-focused business owners and family offices make smarter, faster decisions. To her clients, it looks easy—but that simplicity is part of the value she brings. Behind the scenes, she’s handling the accounting and finance work that can weigh business owners down, giving them the space to focus on what they do best: growing their companies and building lasting value. Whether it’s a small business or a family office managing generational wealth, Tina steps in to streamline financial operations, clean up messy processes, and make sure the numbers tell a clear story. Her clients trust that everything is running smoothly and that they’ll get the insights they need—right when they need them.
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