Prioritizing the protection of your investments
As a privately-held business owner, high net worth individual, or family office member, you understand the value of your investments. Your business dealings offer a wealth of opportunity, but also responsibility, for you and your family.
At Grant Thornton, we make it our priority to protect these investments, increase their value and preserve them for future generations. From managing tax obligations and net worth to planning business successions or transfers, our Private Wealth specialists are invested in you.
Our capabilities include:
- Business succession and transfer planning
- Income, trust and estate consulting and compliance
- Family office services
- Wealth preservation
Private wealth insights you need to know

No Results Found. Please search again using different keywords and/or filters.
Ready to tackle today’s tax challenges?
Understanding how to move from what now to what next is critical to turn today’s tax challenges into tomorrow’s successes. Stay current and compliant. Subscribe to receive our latest newsletters, alerts, event updates and insights on today’s critical tax topics including:
- Accounting methods and periods
- Compensation and benefits
- Corporate transactions and operations
- Individual and private wealth services
- International tax
- IRS practice and procedures
- Partnerships and pass-through entities
- Tax legislative updates
Leadership team



Aaron Borden
Partner, Private Wealth Services
Aaron leads Grant Thornton’s Private Wealth Services practice in Dallas.
Dallas, Texas
Service Experience
- Tax
- Private wealth services



Michael Jackson
Partner, Tax Services
Mike Jackson is a Tax Services partner and leads the Philadelphia Private Wealth Services practice. Jackson has more than 20 years of experience providing a wide range of tax compliance and consulting, financial planning, and wealth transfer strategies for closely held businesses, private and publicly held company executives, and high net worth individuals.
Philadelphia, Pennsylvania
Service Experience
- Tax
- Private wealth services



Daniel J. Potter
Managing Director, Family Wealth Planning Services
Dan Potter is the director and the leader of Grant Thornton’s Private Wealth Services (PWS) practice in the Midwest market territory. The PWS practice provides tax advice to business owners, entrepreneurs, executives and high net worth families and individuals.
Milwaukee, Wisconsin
Service Experience
- Tax
- Private wealth services



Mark Menard
Partner – Private Wealth Services
Mark is a Tax Services partner and leads the Private Wealth Services practice in Metro NY and New England.
New York, New York
Service Experience
- Tax
- Private wealth services