High Net Worth Individuals and Family Groups
PLAN FOR THE FUTURE
This is what our High Net Worth Group is all about.
Our partners offer personal service, financial strategy, and advice, allowing you to plan ahead. We are one of the largest mid-size accounting firms managing the financial health of high net worth individuals and their families in the New York metropolitan area.
Our services include:
- Tax planning and compliance
- Trust and estate planning
- Personal financial management
- Family office services
- Litigation and valuation consulting - matrimonial, estate valuation
Holtz Rubenstein Reminick has a team specifically dedicated to meeting your accounting and financial needs. We provide expert advice and coordinate with your other advisers - a team approach to manage the financial issues relating to high net worth individuals and families. We emphasize personal service, long-term relationships, and attention to detail.
Susan Teicher, CPA
Partner in Charge
Wealth Management Group