Citrin Cooperman has several divisions that allow us to better serve our clients and enhance our global reach.
Every day, we help our clients manage their wealth and insurance policies, comply with SEC regulations, navigate state and local tax laws, and do business across the globe.
Citrin Cooperman Wealth Management, LP (CCWM) offers clients in-depth and independent personal financial planning and fee-based investment advisory services. The team of in-house experts not only recommends financial, estate, and investment strategies and solutions, but also works directly with a client’s legal and tax advisors to implement the plan and oversee ongoing administration.
CC Employee Benefits, LLC is an independent, full-service insurance brokerage and consulting firm that provides clients with innovative solutions for their health and welfare programs. With a deep understanding of the products available, our expertly tailored employee benefit programs will satisfy the needs of the organization and its employees. At CC Employee Benefits, LLC we provide clients with the resources and strategies to help control healthcare costs, while still maintaining a competitive benefits package to recruit and retain top level talent.
Citrin Cooperman Cayman
We also offer our full suite of services in the Cayman Islands through our joint venture alliance with an accounting firm domiciled in the Cayman Islands.
Moore Stephens North America
Complying with the regulations, laws, and policies of the different countries you do business with takes tremendous effort. No individual firm will have all the answers once they step out of the geographic region or areas of expertise. That's why Citrin Cooperman is an independent firm associated with the North American region of Moore Stephens International Limited.
This global association consists of more than 330 independent accounting and consulting firms with nearly 650 offices in more than 90 countries. One call from Citrin Cooperman will put you in touch with knowledgeable professionals in the local market you are doing business with; these accountants provide the personalized attention you expect and comply with the quality and service standards demanded by Citrin Cooperman. As a result, you'll benefit from collective intellectual capital that reaches beyond national borders into the global market.
To get started, please contact MSNA International Liaison, Mark Fagan, by e-mail at firstname.lastname@example.org or by phone at (914) 949-2990.