How we can help you achieve your business
and personal financial goals
For nearly three decades we have helped hundreds of businesses and individuals achieve their goals by providing a broad range of sound, creative financial services custom tailored to each client’s unique circumstances and objectives.
While we work with virtually every type of client, we have gained extensive expertise in the specialized accounting, auditing, tax and financial-planning issues facing closely held companies and high-net-worth individuals. Although we have clients in nearly every industry, we have developed extensive expertise in private equity, service, technology, retail, manufacturing, real estate and wholesale/distribution firms.
Succeeding in business these days requires that you do more with less. So we offer you a broad range of flexible, cost-effective CFO/controller support services, on a consistent basis, to handle workload peaks or for special projects.
More than ever before, high-net-worth individuals need a variety of specialized expertise to grow, protect and pass on their wealth. Therefore we provide a complete range of coordinated family office services, including tax minimization strategies and preparation, trust and estate planning support, bill paying and wealth transfer strategies.
To provide a full range of integrated services for our clients, we have built and work seamlessly with an extensive network of outstanding specialists, including lawyers, management consultants, lenders, exit strategists, employee benefits professionals and others.
For unusual situations you may face, we can draw upon the extensive resources of Hecht & Company, one of the most highly regarded tax and accounting firms in the nation, with which we have shared facilities and expertise for more than 25 years. Based in New York City, Hecht & Company provides access to more than 50 financial and tax professionals, as well as a network of more than 125 domestic and international accounting firms.
We founded our firm with the belief that if we provide superior service, put our clients first and help them succeed, our success would take care of itself. That straightforward approach has served us and our clients well.
We look forward to meeting with you to discuss your goals—and how we can help you achieve them.
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