RSSM Industry Service Groups

High Net Worth and Family Office Services Group

RSSM's High Net Worth and Family Office Services Group services high net worth individuals, their business, their families and charitable interests. Our professionals cater to sophisticated and diverse family requirements with flawless execution, keen sensitivity and confidentiality. Recognizing that each family is unique, RSSM carefully assesses individual family requirements and responds with a tailored array of financial, wealth planning and life management services.

Services Offered

Comprehensive bill payment and cash management
Consolidated reporting and tracking of all investment assets
Payroll administration
Risk management
Bank and credit reconciliations
Financial report preparation, analysis and review
Cash flow planning and projections
Life and disability insurance consulting
Concierge services
Compliance, planning and structuring to minimize tax liabilities
Trust and estate administration and planning
Wealth preservation and distribution strategies
Coordination of wealth transfer process
Succession planning

RSSM's culture, systems and practices focus on complete security and confidentiality ensuring your privacy.

For information contact:

Jay B. Goldberg, CPA
(845) 634-1817
jgoldberg@rssmcpa.com

Corey D. Bell, CPA
(212) 303-1038
cbell@rssmcpa.com