You are a prominent private client advisor, and we want to network with you to support our clients. We also offer access to carefully curated, invite-only events with advisors in adjacent areas of private client advisory.
We serve hundreds of HNW clients whose net worth ranges from $50 million to more than $2 billion.
Many of our HNW families have worked with us for multiple generations, some as long as 50 years.
Our clients have sophisticated needs and significant assets which include art, real estate, and cryptocurrency as well as a traditional investment portfolio.
Anchin has offices in New York City, Uniondale, New York, and Boca Raton, Florida, and is an independent member of BKR International, a network of more than 160 firms with over 500 offices in over 80 countries around the world.
In an industry experiencing disruptive consolidation, we have been partner-owned for 100 years and plan to remain that way.
This is your chance to connect with others in private client advisory who are focused on collaborating for the best client service. We serve hundreds of high-net-worth families and individuals, which may result in opportunities for you.
“Offers meaningful advice; takes time to understand our client; billing has been reasonable for over 20 years”
“Keeping us informed, out of harm’s way, and on the ball. pro-active thinking, careful research, integrity”
"They look at the big picture. They listen to my needs. They help implement a strategy that I feel comfortable with"
Partner, Leader - Private Client
Tax Principal, Tax Leader - Private Client
Principal, Private Client Group; Family Office Services Leader
Tax Partner
Partner
Tax Partner
Tax Director
Tax Director
Join our network of advisors. As true team players, we coordinate efforts with you, our clients’ other valued advisors, to determine the best solution for our clients. We look forward to partnering with you.
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