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About Us
Private Client Services, Inc.'s
mandate is to be your advocate. Through our years of Financial Industry experience we are always concerned about an unspoken dilemma between the
industry's interest and the client's interest. After all is said and done, the financial representatives at banks, brokerage houses or their
respective Wealth management or "family offices" represent their Company's interest, along with their own, first. The representatives need to
fulfill quotas in order to obtain their bonuses and promotions. The company's interest comes first. That is who pays the representative, who
they are employed by, and who provides the tools and trains them. The client is courted by the representative and feels that the representative
is acting primarily in the client's best interest. We don't believe the client's interest falls behind that of the share holders, employees and
executives. We believe the client's interest MUST come first and the current status quo is not acceptable. Even independent firms are starting
to diminish these values as they go public, grow and strive to standardize their approach so they can be more scalable and profitable.
Private Client Services, Inc. was founded to represent you. We are your Advocate. We work for you. We first and foremost look after your best
interest and protect you. In most cases you end up in a more cost effective environment, customized to your needs and objectives and in all
cases you can retain your existing relationships. We assist you in gaining peace of mind by standing on your side while giving you confidence,
visibility and transparency into the pros and cons of your choices.
We provide a Total Wealth Advocacy Platform that can assist in every area of your financial life:
- Family office services
- Real Estate portfolio
- Investments portfolio
- Estate Planning
- Life-Long Term Care-Disability Insurance
- Family/Executive Protection & Coaching
- Private Jet Charter
- Family Business succession Planning
- Corporate Retirement Plans
- Executive Compensation Programs
- Oil&Gas - Private Equity - Hedge Funds
- Concentrated positions
Thank you for considering our company to be your Advocate. We are honored to have an opportunity to serve you, your family and your business interests.
Kindest Regards,
Kamyar Shadan
Chairman
Private Client Services, Inc
Contact me: kam@pcsfamilyoffice.com
About the founder
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