Family Office
Integrated services for high-net-worth families and individuals
Overview
Wealthy families face a central challenge when managing their wealth. Their financial needs are complex and interconnected, often involving multiple professionals overseeing various parts of their affairs.
RosenbergShapiro is leading advisor to wealthy individuals, families, and their businesses, both domestically and internationally. We focus on providing value-added services with complex tax planning requirements. Our family office services goes beyond personal tax planning to deliver overall tax optimization, including estate planning and intergenerational transfers, structuring asset ownership, investment holding companies, trusts, foundations and partnerships. We frequently serve clients who have cross-border tax issues, including international investments, in addition to managing personal situations, such as dual citizenships or families who have members in multiple countries.
Our goal is to give our clients the reassurance that their wealth is compliant with the demands of tax authorities and global regulators and structured effectively for tax minimization and long-term preservation.
We invest time getting to know our private clients to fully understand their objectives and build a personal, trusted relationship. We provide a comprehensive set of services and have a proven track record in handling complex situations. We offer a full suite of services, including:
- Risk Management
- Tax Planning
- Estate & Succession Planning
- Administration & Governance
With a global footprint, our integrated network ensures that clients get the
best advice available, no matter where they live or invest. We work
collaboratively with the clients to provide seamless service across all
borders.