Private Client Services

Private Client Services

High net-worth individuals are often significantly concerned with developing investment strategies, reducing income taxes, and “building, protecting, and preserving wealth for generations”™.

Find out how you can benefit from Weiser’s integrated approach which combines tax knowledge, planning experience, and a high level of personalized service, using an objective, independent, and client-driven approach.

Our comprehensive services include:

Tax

  • Compliance (personal, gift, estate, fiduciary, business, payroll)
  • Transactional (purchases, sales, structuring)
  • Income tax planning (projections, strategies)
  • Executive compensation
  • Tax controversy and procedure

Investments

  • Asset allocation and strategic planning
  • Manager/Fund selection
  • Monitoring and reporting

Insurance

  • Needs analysis
  • Consulting services/sophisticated strategies
  • Product options (Life, Health, Dbl, Group, LTC)

Estate, Gift, Trust, and Charitable Planning

  • Gift and estate strategies (succession planning, flow charting)
  • Document review (wills, trusts, DPOA)
  • Philanthropic strategies (foundations, CRATS, CRUTS, CLTS)
  • Legacy planning and elder care planning
  • Asset protection
  • Estate administration

Cash Flow, Education, and Retirement

  • Financial planning analysis (including retirement simulations)
  • Education and event funding (529 plans, real estate purchases)
  • Financing strategies (personal mortgages, business loans)

Personal Accounting and Bookkeeping

  • Bill paying and banking functions
  • Personal books and records
  • Brokerage tracking
  • Fiduciary accountings

Entrepreneurial Business Services

  • Start-up entities (formation, SS-4, S Elections)
  • Set up accounting systems (training, implementation)
  • Outsourcing functions (G/L, A/P, A/R, payroll, QuickBooks)

Qualified Plan Services

  • Plan design and structure
  • Investment selection
  • Fiduciary and employee education

Family Office Services

  • Lead advisor, strategic planning, and compliance
  • Asset placement and allocation
  • Concierge-type services

Related Services

Accounting, Auditing, and Assurance

Weiser brings to each assignment time-tested, rigorous, and cost-effective methods and procedures.

Internal Audit and Risk Management

Weiser provides internal audit services with a broad range of risk management & advisory services plus an integrated information technology solution.

Tax Planning and Compliance

As your tax and business advisor, Weiser provides guidance as to Federal, State, local, and international tax laws and regulations.

Transaction Services

Looking for experts? Weiser fits the bill, experienced in all areas of litigation support, lenders services, workouts, fraud investigations, and more.

Featured Weiser Experts

Jeffrey Katz, CPA

Partner-in-Charge, Westchester Practice

Bruce A. Lev, CPA

Partner

Lisa Osofsky, CFP, CPA, PFS

Partner