Family Wealth Services
You’ve sold the family business or inherited substantial wealth. As a corporate executive, you have experienced financial success beyond your wildest expectations. Congratulations!
But making it is only half the battle. Substantial wealth brings with it significant responsibility — for you, your spouse, and your family. Are you properly minimizing your income and transfer taxes to maximize the financial benefits for all involved? Are you efficiently managing day-to-day cash flow? Do you truly understand the sources of your income and your monthly expenditures? Do you have a plan for the future and are your dependants up to the task if something were to happen to you?
If you are spending more time tending to your wealth than enjoying it, consider EisnerLubin’s Family Wealth Services, a boutique provider of tax and financial planning, administrative, and compliance services designed specifically for high net worth individuals and families. Our goal is to help you manage your finances efficiently, legally, ethically, and profitably. The depth and breadth of our partners’ experience ensures the highest quality technical and administrative family office experience possible to help make your goals a reality.
Our suite of services includes:
Tax management and accounting services
Wealth transfer planning and administrative services
Household accounting services
- Bill payment, bookkeeping, domestic payroll services
Philanthropic planning and administrative services
- Private foundations, donor advised funds, charitable trusts
Other services
- Residency and domicile planning, asset acquisition and disposition planning, family business entity consulting, advisory team coordination, risk management, insurance consulting and administration, family meeting coordination, family financial education, lifestyle and concierge services
To learn more about EisnerLubin’s Family Wealth Services, please contact Ray Russolillo at 212 829 3214 or email rrussolillo@withum.com.