Experience

Charles Perry is a partner with over 35 years of experience providing wealth and family office services and compliance to a broad range of high net worth individuals and families including business owners and entrepreneurs. To help clients increase and retain wealth, he advises them on areas as varied as financial and succession planning, budgeting, cash liquidity, and investment analysis.

Charles reviews and monitors contracts and agreements to evaluate if all parties are fulfilling their obligations and staying within the terms of the contract. He prepares individual and business income tax returns and advises on investment planning. Charles works with his clients on assessing their net worth, personal budgeting, and coordinates financial data with clients’ attorneys, financial advisors, and other professionals to see that financial and personal needs are met.

Charles works closely with his clients in providing advice on business and personal transactions.

Prior to joining Citrin Cooperman, Charles was a partner at Berdon LLP, which joined Citrin Cooperman in 2023.