What Wealth Management Services Does Plante Moran Offer?

Plante Moran's wealth management practice is built around individuals and families who want financial planning, investment advisory, insurance, trust, and estate planning coordinated with tax work — including business owners preparing for a transition and families thinking about legacy and governance. The services below are drawn from the firm's own service listing; whether a specific engagement fits your situation depends on your asset profile, family structure, and whether you also need tax or audit work from the same firm.

The core wealth management services

Plante Moran lists the following under its Wealth Management practice:

• Wealth Management Overview — the entry point to the practice
• Business Transition Services — planning around selling, transferring, or exiting a business
• Estate Planning
• Family Legacy
• Family Office Services
• Financial Planning
• Insurance
• Investment Advisory
• Personal Tax Planning
• Trust

Two things are worth noting about this list. First, it mixes ongoing services (investment advisory, financial planning, family office) with event-driven ones (business transition, estate planning). Second, personal tax planning sits inside wealth management rather than only inside the tax practice — which matters if you want your investment and estate decisions reviewed against your tax position.

Who each service tends to fit

If your situation is mostly "I have investments and want a plan," the financial planning and investment advisory entries are the relevant ones. If your situation involves a closely held business, a family office, or multi-generational wealth, the later entries in the table are where the practice is aimed.

How wealth management connects to the rest of the firm

Plante Moran describes itself as a certified public accounting and business advisory firm, and the wealth management offering sits alongside its tax, audit, and consulting practices. In practice that means:

• Personal tax planning can be handled with awareness of the same firm's corporate and state-and-local tax work.
• Business transition services can draw on transaction advisory, valuation, and M&A tax capabilities listed elsewhere on the site.
• Estate planning and trust can be coordinated with personal tax planning rather than treated as separate conversations.

This integration is the main reason a family with both business and personal wealth might look at Plante Moran rather than a standalone advisory firm — but it also means the right starting point depends on which part of your situation is most pressing.

What to check before you engage

• Scope: Ask which of the ten service areas above would actually be in scope for you, and which would be handled by a different team or an outside provider.
• Coordination: If you already have an attorney for estate documents or a broker for investments, ask how Plante Moran would work alongside them.
• Fit for family office services: This category is generally aimed at families with more complex structures; a single household with straightforward finances may not need it.
• Pricing and access: The site's public pages include a Subscribe option for insights, but do not publish fee schedules or engagement terms. Expect to discuss scope and fees directly rather than finding them online.

The practical next step is to identify which one or two items in the service list match your situation — for example, "business transition plus personal tax planning" for an owner nearing a sale, or "financial planning plus investment advisory" for a household building a long-term plan — and raise those specifically when you make contact.