The wealth that comes from a successful family business can be a powerful resource. It can help ensure the financial security of future generations and establish a legacy of philanthropic giving.
Whether a family chooses to oversee the management of its wealth and philanthropic goals by itself or through the establishment of a formal family office, CohnReznick provides a range of services based on objective, third-party perspectives and knowledge. Our services include:
- 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 worthy organizations whose missions are in line with their priorities.