Citrin Cooperman
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Business Management & Family Office

We understand that in this arena, business is personal.

With privacy at the heart of every matter, our Business Management and Family Office Group is dedicated to providing sound financial and business guidance for high-profile individuals and their families.

Security means different things to different people.

Our experience working with the needs of a wide range of clients has shaped our holistic approach to wealth management. Having a broad range of services and in-house experts, including CPAs and Certified Financial Planners (CFPs), we can develop a strategy that works for your needs and business model. We’ll also ensure that legal, tax and other advisory services are in sync with your financial plan and coordinate their efforts to deliver expected results.

Our services include:

  • Bill paying, general ledger and financial reporting
  • Cash flow budgeting and planning
  • Life and casualty insurance review
  • Records management
  • Primary and vacation home administration, domestic & international
  • Assistance and coordination of the acquisition and/or leasing of homes and other capital assets
  • Assistance and coordination of mortgages and other financing needs including lines of credit
  • Domestic employment matters and payroll administration
  • Maximizing the value from family assets
  • Ensuring that each generation’s goals are met in conjunction with the overall family goals
  • Strategizing estate and wealth transfer plans
  • Maintaining separate finances for estate, tax, security, and confidentiality purposes
  • Facilitating sales and liquidations
  • Reaping the full benefits from charitable contributions
  • Provisioning for healthcare needs, insurance and medical claims processing
  • Funding education
  • Risk analysis
  • Concierge services

Our professionals and partners have decades of experience working with high-profile matters that require us to protect the privacy of our clients at all times. We take it very seriously and it is one of the reasons why our clients trust us as their accountants and consultants. We personally keep an eye out for breaking news that could affect you. We work seamlessly with other advisors on your team, to ensure that decisions are made keeping your best interests in mind.

Service Overview