RKL Launches New Service Approach for High-Net-Worth Clients

Lancaster, Pa.-based IPA 100 firm RKL LLP (FY21 net revenue of $95.7 million) has launched RKL Private Wealth, a new suite of financial planning, tax, investment and advisory services geared toward families and individuals with sophisticated wealth management needs.

RKL Private Wealth is designed to provide investment management, business succession, tax compliance and planning, estate and trust services with a team that includes wealth advisors, portfolio managers, investment analysts, business strategists, estate planners and tax professionals.

“There’s a lot of complexity that comes along with significant wealth, so we designed RKL Private Wealth to help individuals and families navigate all of it,” says RKL CEO Ed Monborne. “Together, we guide clients through decisions and planning today to achieve their unique aspirations tomorrow.”

 

 

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