Family Offices & High Net Worth Families

family-offices

Our professionals at Isdaner & Company work with many high net worth families and family offices in helping them achieve their objectives. Having worked with a variety of families and their offices over many decades, we understand the multi- generational needs and the importance of the family legacy.  Each family and family office is distinct in its requirements and we strive to meet the goals of the family’s mission. We take a collaborative approach and work as a team with your other advisors. We do so with sensitivity to confidentiality and privacy issues. We know that open honest communication is the foundation of these relationships.

SERVICES INCLUDE:

  • Trust & Estate Planning
  • Income Tax Planning
  • Wealth Transfer Strategies
  • Private Foundation Planning & Compliance
  • Real Estate Investment Structuring
  • Multigenerational Tax Planning
  • Cash Flow Recordkeeping & Management
  • Succession Strategies
  • Multi-State Tax Planning
  • Federal, State and Local Tax Compliance
  • Charitable Giving Strategies
  • Educational Funding Planning
  • Retirement Planning
  • Trust Accounting
  • Serving as a Fiduciary
  • International Tax Advisory & Compliance
  • Accounting Bookkeeping Services
  • Audit Representation
  • Family Investment Entity Planning & Compliance

Read our Blog for Family Office & High Net Worth Families

Tax Court: Trusts can Qualify for the Beneficial Real Estate Pro Rule

Many rental real estate owners incur tax losses, often due to depreciation write-offs. However, your ability to actually deduct those…

Plan Around the Medicare Tax on Investment Income

The 3.8% Medicare tax on net investment income took effect a few years ago. It only affects higher-income individuals, but…

Estate Planning: Retirement Accounts & Your Estate Plan

Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve…

John J. Campbell III

(610) 668 - 4200

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Sharon Greenberg

(610) 668-4200

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Jonathan Hoffman

(610) 668-4200

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Scott Isdaner

(610) 668-4200

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Jeffrey Scott Silver

(610) 668-4200

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