Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. A partner will always be available for all calls. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
We specialize in providing a complete range of financial planning and management services. We specialize in catering to the needs of clients in the entertainment industry, which includes actors, writers, producers, directors, composers, musicians and executives. In addition, our business management practice services the financial needs of wealthy families and individuals.
Post Divorce Financial Management
We specialize in providing a complete range of financial services, tax planning and estate planning for the newly divorced. Our goal is to empower and educate people finding themselves in a new position of financial responsibility. We assist in the transition to independence and help set new and responsible family financial goals.
Affluent individuals often need sophisticated advice and strategic guidance to capitalize on opportunities to preserve, grow and transfer their wealth. In addition, a desire exists within wealthy families to simplify the management of multigenerational needs and lessen the profound emotional impact of wealth on family members. Our ongoing review of your wealth will help attain the family goals.
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. Our tax planning is an ongoing process with special attention to stock options and their impact on alternative minimum tax.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.