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Private Clients

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.
 
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Industry Outlooks

Industry Outlooks

Gain insight into what is ahead for the Commercial Real Estate, Technology and Middle Market Private Equity industries.

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Working With Us

Working With Us

What makes CohnReznick different from others in our profession? And what should our clients come to expect when working with us? The answer is The CohnReznick Advantage. Contact us to learn how we can out the CohnReznick Advantage to work for your business.


People

The value of an organization is determined by the skills and qualities of its leaders. With more than 280 partners serving clients nationwide, CohnReznick is renowned for the diverse experiences, knowledge and backgrounds of its leadership.

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Services

We align our services in three segments: Accounting and Assurance, Tax, and Advisory. This approach allows us to provide holistic solutions to complex business problems and to seize upon opportunities requiring an integrated approach.

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Industries

Accounting and tax issues different significantly based on an organization's industry. We provide clients with expertise in nearly two dozen industries – we know the opportunities, the obstacles, the competitive landscape.

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Insights

CohnReznick professionals are thought leaders in their industries. Clients benefit from relevant and timely economic, legislative and industry insights that can keep them a step ahead of competition.

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Global Reach

Our involvement in the Nexia International network of firms enables us assist our clients wherever they do business-providing local expertise and connections wherever they needed. Nexia is comprised of 20,000 professionals operating in over 100 countries.

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