Quiet expertise for complex lives.
A partner-led boutique serving executives, founders and multi-generational families from Greenwich and Palm Beach.
- $2.4BClient net worth advised
- 180Families and executives
- 9Average client tenure, years
- 100%Partner-led engagements
Depth of a national firm. Discretion of a boutique.
Sterling was founded in 2011 for families who wanted senior attention without the turnover of a large firm. Every engagement is led by a partner who knows your history and thinks ahead.
We deliberately keep the client list small.
What we do
Private Client Tax
Bespoke tax planning and compliance for executives, entrepreneurs and multi-generational families.
Trust & Estate
Fiduciary accounting, trust and estate returns, and the coordination that keeps a family's plan intact.
Wealth & Investment Tax Strategy
Tax-aware strategy across investments, real estate and business interests — designed with your advisors.
Family Office Services
Consolidated reporting, bill pay, entity administration and a single point of contact for the family.
Closely Held Business
Tax and advisory for the operating companies behind the wealth — structure, compensation, succession.
IRS & State Controversy
Discreet, experienced representation in examinations, appeals and voluntary disclosures.
“Sterling coordinated our sale with our attorneys and wealth manager so seamlessly that the tax outcome was better than any of us had modelled. Discreet, precise, unflappable.”
Founder, technology company
Post-liquidity client since 2019
How an engagement begins
- 01
Private consultation
A confidential conversation with a partner about your situation and objectives.
- 02
Comprehensive review
We study prior returns, entities and plans, then present findings and opportunities.
- 03
Engagement & plan
A fixed annual retainer and a written planning calendar for the year ahead.
- 04
Continuous stewardship
Quarterly projections, coordinated advice and a partner who knows your name.
Partner-led, always
Catherine Sterling
Founding Partner
Catherine founded Sterling Private Tax & Wealth in 2011 to serve families who wanted the depth of a national firm with the discretion and continuity of a boutique.
She advises founders through liquidity events, coordinates multi-generational estate plans, and is a frequent speaker on equity compensation and charitable strategy.
William Hayes
Partner, Trust & Estate
Amara Osei
Director, Family Office
Jonathan Park
Senior Manager, Private Client
Begin with a private conversation.
Confidential, without obligation, and with a partner from the first call.