Carson Private Capital works exclusively with best-in-class, nationally and internationally recognized legal, audit and tax advisors in the oversight and management of our clients’ accounts.

Our trusted advisors include:

Egan Nelson LLP, Dallas – Corporate Securities

Baker Tilly US, Dallas / New York – Audit and Tax

J.P. Morgan Chase Bank, N.A. - Banking and Finance

IQ-EQ (f/k/a Blue River Partners, LLC), Dallas – Regulatory Compliance Services