Bill paying, general ledger, and financial reporting
Cash flow budgeting and planning
Life and casualty insurance review
Primary vacation home administration, domestic and international
Assistance and coordination of the acquisition and/or leasing of homes and other capital assets
Assistance and coordination of mortgages and other financing needs including lines of credit
Domestic employment matters and payroll administration
Maximizing the value from family assets
Ensuring that each generation's goals are met in conjunction with the overall family goals
Strategizing estate and wealth transfer plans
Maintaining separate finances for estate, tax, security, and confidentiality purposes
Facilitating sales and liquidations
Reaping the full benefits from charitable contributions
Provisioning for healthcare needs, insurance, and medical claims processing
How Citrin Cooperman Can Help
With privacy at the heart of every matter, our Business Management and Family Office Practice is highly experienced and dedicated to providing sound financial and business guidance for high-profile individuals and their families.
Our experience navigating the needs of a wide range of clients has shaped our holistic approach to wealth management. Having a broad range of services and in-house expertise, including CPAs and Certified Financial Planners (CFPs), we develop strategies that work for our clients’ individual needs and business models. We also ensure that legal, tax, and other advisory services are in sync with our clients’ financial plans and coordinate their efforts to deliver expected results. We take privacy very seriously, and it’s one of the reasons why our clients trust us as their financial advisors.
We personally keep an eye out for breaking news and potential repercussions, and work seamlessly with our clients’ other advisors to ensure that any decisions made keep their best interests in mind. Citrin Cooperman covers a wide range of clients, including high net worth individuals, high-profile individuals and their families, and single-family and multi-family offices.
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