Private Clients
We understand the needs of private clients.
One of our favorite things to do is help successful people enjoy what they’ve achieved.
We learn about you and your goals, whether it’s streamlining administrative tasks for your family, preserving wealth for children, or simply meeting all compliance obligations. We then fine-tune a plan that will help you meet those personal and business goals.
We serve high-net-worth clients that range from families with multigenerational wealth to entrepreneurs with new wealth and individuals who have experienced a liquidity event.
Some need help developing sophisticated estate planning strategies, while others seek to streamline administrative tasks, preserve wealth, maintain a lifestyle or meet compliance obligations.
As a client of Kaufman Rossin, you’ll have direct access to a diverse team of professionals with technical, industry or jurisdictional expertise that can take a comprehensive view of your family, your interests and your wealth. And because we are certified public accountants, we adhere to the highest ethical standards and maintain complete confidentiality and discretion.
This means we are only watching out for your best interests.
Family Office Services
No other family is exactly like yours. That’s why we love what we do.
We have nearly 60 years of experience working with global affluent families, investors, multigenerational families, business owners and executives, single and multi-family offices, professional athletes, entertainers, and non-profits.
We also offer family office consulting services to help both start-up and experienced offices with best practices, internal controls, family governance, cyber security, litigation support, and more.
For decades, we’ve been developing a team of seasoned financial professionals and accountants with family office experience whose skills and caring service are unmatched.
The ideal private client service provides one trusted point of contact, finding reliable resources as needed and managing those relationships.
Tax Services
Think you have a complex tax problem? Bring it on. We file over 10,000 federal, state and international tax returns annually. Our tax experts not only get you in compliance and minimize the taxes you pay, but we can tap into our vast resources to tackle your toughest issues.
Estate & Trust Services
Poor planning has real, bottom line implications. We can help you take steps to minimize family disputes and manage potential business problems with an estate and trust plan that focuses on your desires.
From simple trusts to complex trusts, we prepare over 1,200 estate and trust tax returns annually. We can help preserve your legacy and transition your wealth through multiple generations, with minimal tax.
Wealth and Insurance services provided through Kaufman Rossin Group wholly owned subsidiaries: Kaufman Rossin Wealth, LLC, a Registered Investment Advisor, and Kaufman Rossin Insurance Services, an insurance solutions provider.
