Private Clients and Family Offices
While private clients and family offices all share the objectives of maximizing wealth and preserving assets, each is very different in its history, culture and goals. CohnReznick grounds its work with private clients and family offices in a thorough understanding of this larger context, allowing us to partner closely with internal resources and decision makers. Our professionals provide a wide range of services, including:
- Generational guidance: We can help develop comprehensive dynastic strategies that preserve a family's legacy while meeting the varied needs of individual family members, including trust and estate planning and trustee services.
- Concierge services: We can handle management of household staff and household payroll, cash management and bill payment, contract negotiations, and eldercare management.
- Philanthropic planning: We work with individuals and families to develop a comprehensive philanthropic strategy that allows them to best contribute resources to effective organizations whose missions are in line with their priorities.