We understand the needs of private clients.
One of our favorite things to do is help successful people enjoy what they’ve achieved. We learn about you and your goals, whether it’s streamlining administrative tasks for your family, preserving wealth for children, or simply meeting all compliance obligations. We then fine-tune a plan that will help you meet those personal and business goals.
We serve high-net-worth clients that range from families with multi-generational wealth to entrepreneurs with new wealth and individuals who have experienced a liquidity event. Some need help developing sophisticated estate planning strategies, while others seek to streamline administrative tasks, preserve wealth, maintain a lifestyle or meet compliance obligations.
As a client of Kaufman Rossin, you’ll have direct access to a diverse team of professionals with technical, industry or jurisdictional expertise that can take a comprehensive view of your family, your interests and your wealth. And because we are certified public accountants, we adhere to the highest ethical standards and maintain complete confidentiality and discretion. This means we are only watching out for your best interests.
Family Office Services
New wealth or liquidity can bring challenges, so selecting the right professional is an important decision. We’ve provided experienced family offices with internal controls, communication and family governance consulting, and we’ve helped start-up offices with planning, structuring and best practices. From personal accounting and consolidated financial performance reporting to concierge services and risk management, we currently provide a variety of highly customized services to over 100 family office clients.
Tax Services
Think you have a complex tax problem? Bring it on. We file over 10,000 federal, state and international tax returns annually. Our tax experts not only get you in compliance and minimize the taxes you pay, but we can tap into our vast resources to tackle your toughest issues.
Estate & Trust Services
Poor planning has real, bottom line implications. We can help you take steps to minimize family disputes and manage potential business problems with an estate and trust plan that focuses on your desires. From simple trusts to complex trusts, we prepare over 1,200 estate and trust tax returns annually. We can help preserve your legacy and transition your wealth through multiple generations, with minimal tax.
