Anchin’s professionals take full-service to a whole new level by offering an array of services for today's Family Office and High Net Worth clients.

Our philosophy of Family Office/ High Net Worth Services incorporates a holistic client service approach that is valued not only by our clients, but by their attorneys, bankers, and investment advisors. Expertise is delivered in eight key areas, each with its own detailed menu of specialized services:

• Client Information Management
• Strategic Tax Planning and Compliance
• Wealth Transfer Planning
• Integrated Financial Strategies
• Lifestyle/ Business Management
• Risk Management
• Charitable Giving/ Family Philanthropy
• Process and Technology

These services are executed by our team of certified public accountants, certified financial planners, registered investment advisors, and other seasoned professionals. They are driven to deliver comprehensive, personalized, and proactive services to family offices and high net worth clients, often on a global scale, who desire the highest level of service, privacy and discretion.

For the family office, Anchin provides services on two distinct levels: advisory services and outsourced operational and compliance services.

Advisory services include support, advice and insight in a number of key areas critical to the effective operations of the family office, including long-range tax planning, human resources, internal controls, insurance, and more. At the same time, we also serve many family offices as their outsourced solution, handling day-to-day functions such as bill paying, tax reporting and payroll. In either capacity, Anchin brings to the family office intellectual and technical firepower that goes beyond the capabilities of most internal accounting departments.

For our high net worth clients, our goal is to simplify and enrich their lives. To that end, we are on call 24/7. We want and expect to be the first call that our clients make when a need arises, whether that need relates to long-term financial planning, taxes, bill payment, global travel, a special event, or even a major purchase, such as a home, yacht, personal jet, or collectibles.

We also advise family office and high net worth clients in the creation and/or operation of private charitable foundations, helping them set and meet personal philanthropic goals. For many of these foundations, we function as the outsourced accounting and operations team, working closely with the client and his/her advisors.

Anchin has served family offices, high net worth individuals and foundations since 1923. Many of these individuals have amassed their wealth through inheritance or success in a wide range of industries and services. We are proud to serve some of the most prominent family offices, high net worth individuals, and foundations in the United States.

Thanks to a team of professionals dedicated to exceeding our clients’ expectations, we have earned an impeccable reputation as a trusted advisor. Our expertise and outstanding reputation did not happen by luck or coincidence. We commit time and training to educate ourselves about the special issues that face family offices, high net worth individuals, and foundations. Our partners are frequent presenters at seminars around the country and the authors of articles of key interest to our clients. Perhaps most important of all, we develop long-term relationships with our clients that truly allow us to operate as a member of the family or management team of the family office or foundation. We understand their personal, organizational, and charitable goals, and we work daily to help them accomplish these goals.

What does this mean? For family offices, high net worth individuals, and foundations, Anchin’s advisors provide peace of mind and lifestyle management. We deliver a level of expertise and service our clients have never experienced, resulting in fewer worries, better decisions, and ultimately, greater wealth. Every day, we earn the right to be their Expert Partner.

No two families or individuals are alike and need exactly the same services. That’s why Anchin has developed a broad menu of services that allow clients to select precisely the services they require. We’ll help you manage and preserve your wealth in accordance with your short-term and long-term goals. These services are provided by members of our full-time professional staff or trusted colleagues with whom we have worked seamlessly on our clients’ behalf.

• Annual Consolidated Net Worth Statements
• Cash Flow Analysis
• Quarterly Investment Performance Reports
• Quarterly Investment Partnership Accounting
• Monthly Entity Accounting and Reporting
• Annual Status Reports Compared to Plan
• Record Keeping for Personal Property

• Tax Strategies and Planning
  • Domestic
  • International
• Tax Compliance
  • Gift Taxes
  • Individuals
  • Estates and Trusts
  • Charitable Foundations
  • Partnerships/ Corporations
• Representation before Taxing Authorities

• Development of Objectives
• Multi-Generational Review of Existing Strategies
• Legal and Tax Strategies under Consideration
• Financial Modeling of Alternative Strategies
• Explanation of Plans to Owners
• Action Plan to Implement Changes
• Trustee Services

• Balance Sheet Analysis
• Retirement Planning
• Analysis of Professional Advisors and Fees
• Bank Financing Analysis and Negotiations
• Coordination with Investment Advisors

• Personal Bill Paying
• Cash Flow Management and Forecasting
• Domestic Help and Payroll
• Property Management
• Aircraft/ Watercraft Management
• Background Checks

• Life Insurance Analysis
• Property and Casualty Insurance Assessment
• Specialty Practice Lines of Insurance
• Personal Security
• Inventory, Appraisal and Protection of Collectibles

• Personal Giving Programs
• Foundation Management
• Governance and Board Development
• Strategy Analysis and Implementation
• Foundation and Grant Administration
• Use of Donor Advised Fund

• Internal Controls Review
• Operational Review
• Applications Controls
• Information Technology Infrastructure Integrity
• Management/ Outsourcing of Technology Services