# Forvis Private Client

Forvis Private Client is a Multi Family Office based in Springfield, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Springfield, United States
- **Region:** North America
- **Address:** Springfield, MO, United States
- **Founded:** 2022
- **Assets under management:** 11300 (Altss estimate)
- **Website:** forvismazars.us
- **LinkedIn:** https://www.linkedin.com/company/forvis-mazars-us

## About

Forvis Private Client was established in 2022 through the combination of two regional accounting firms' wealth units. Steve Toomey serves as managing partner. Capital originates from the earnings of the parent partnership's owners. The firm allocates across public markets, real estate, and mission-related investments. It maintains a Digital Assets Group in Chicago and an Aviation & Yacht Tax Practice. Geographic reach stays within North America. No specific portfolio companies or co-investors appear in public records. The team includes Will Sneed as executive vice president and Jeff Layman as chief investment officer. Additional vehicles include Forvis Mazars Real Estate Advisory Services. The firm participates in the AICPA and Exit Planning Institute networks. Governance ties directly to the Forvis Mazars accounting partnership, creating an integrated tax and advisory platform uncommon among independent multi-family offices.

## Sectors

- Real Estate

## People

- Steve Toomey — Managing Partner and President of Forvis Wealth Advisors
- Will Sneed — Executive Vice President
- Jeff Layman — Chief Investment Officer

## Questions

### Who runs investment decisions at Forvis Private Client?

Jeff Layman serves as chief investment officer. Steve Toomey acts as managing partner and president of Forvis Wealth Advisors. Will Sneed supports as executive vice president.

### How is Forvis Private Client structured relative to its accounting parent?

It operates as a multi-family office inside the Forvis Mazars partnership. The structure integrates wealth advisory with tax and estate services from the accounting practice.

### What asset classes receive allocations?

Allocations include public markets, real estate through Forvis Mazars Real Estate Advisory Services, and philanthropic or mission-related investments.

### Does the firm maintain philanthropic vehicles?

It supports the Community Foundation of the Ozarks, Heroes Foundation, Mercy Health Foundation Springfield, and Winston-Salem Foundation.

## Related profiles

- [Sapient Capital](https://altss.com/profile/sapient-capital)
- [BW Gestão de Investimentos](https://altss.com/profile/bw-gest-o-de-investimentos)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/forvis-private-client

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