Anchin professionals take service to a whole new level by offering an array of resources for today's Family Office Support and Business Management client.
- The philosophy of our Family Office Support and Business Management services team is to use a holistic approach that is valued by our clients as well as their attorneys, bankers and advisors.
- Our goal is to simplify our clients’ lives, allowing them to better pursue their interests and passions.
- We have provided Family Office Support and Business Management services for decades. The majority of our new clients come from referrals from existing clients, attorneys and investment advisors.
- Our accounting systems provide clients with customized reporting in a secure, controlled environment.
- We have earned an impeccable reputation thanks to a team of professionals dedicated to exceeding our clients’ expectations.
- Payment of bills and vendor liaison
- Financial and tax planning
- Cash flow management and forecasting
- Trust and estate planning
- Preparation of tax returns
- Coordination of insurance needs with clients’ insurance brokers
- Coordination of tax strategies with investment advisors
- Assistance with medical insurance reimbursement claims
- Support services as needed by clients’ attorneys
- Payroll and compliance for domestic employees
- Coordination of background checks
- Time is (Like) Money - How to Make Sure You Have EnoughJune 1, 2021
Successful people have busy lives. Entrepreneurs, C-Level and financial service executives’ days (and nights) are filled with making important business decisions and attending client, investor and board meetings. They typically have a sophisticated and complicated financial picture. weekends creating spreadsheets to track investments and personal financial obligations should not be the reward for creating multi-generational wealth.
- High Commitment to Clients' Needs Delivers ResultsMay 6, 2021
Anchin Private Client is honored to have been named “Best Tax Advisor” by the 8th annual Family Wealth Report Awards. This piece shares some thoughts from Jared Feldman, Leader of Anchin Private Client, on what makes the team successful and pays tribute to the many people, both within Anchin and among our clients’ other trusted advisors, that make excellent client service possible.
- Reading Ideas for Success Throughout the Year September 25, 2020
Reading can be a valuable and rewarding usage of time, and while there is knowledge to be gained in almost every book, here are a few ideas to inspire your reading list.
- Hunting Private Equity Opportunities In Stressed TimesMay 12, 2020
“There will be a lot of distressed assets coming up for sale,” Olamide "Lami" Ajibesin, who leads transaction advisory for Anchin, a public accounting firm in North America, said. She advises private and public clients on M&A and PE transactions (including secondaries) and strategic investments in energy (E&P/oil and gas, power), consumer products, industrials, financial services and technology, among other industries.
- Ultra-rich Americans are selling off luxury real estate faster than they're snapping it up, and it's not the only change they're making to their portfolios as recession fears lingerSeptember 19, 2019
Jared Feldman, Co-Leader of Anchin Private Client, says his clients are continuing to make such investments and taking advantage of discounted opportunities.
- Tax Court Ruling That Family Office Carried on a Trade or Business May Offer Tax Planning Opportunities February 5, 2018
On December 13, 2017, in Lender Management, LLC v. Commissioner, the U.S. Tax Court ruled that a family office, Lender Management, LLC (“Lender Management”), carried on a trade or business as an investment manager rather than as a passive investor and was therefore entitled to deduct expenses under §162 (“deductible above-the-line with no income limitation”) vs. §212 (“miscellaneous itemized deductions subject to the 2% of adjusted gross income (AGI) floor”).
- Anchin Private Client Wins NYSSCPA Family Office Cup for Second Consecutive YearAugust 14, 2017
Anchin Private Client, the preeminent accounting, tax and consulting firm for high net worth individuals, families, and family offices has captured the New York State Society of CPAs’ annual Family Office Cup for the second consecutive year. Anchin Private Client, a specialized group within New York-based accounting firm Anchin, Block & Anchin LLP, developed the winning presentation based on the topic of “Family Legacy.”
- Planning Ahead by Looking Back and Using the Team of AdvisorsNovember 29, 2016
High net worth families must always have someone minding the store in order to make sure important items aren’t missed.
- Top Considerations for Educational DonationsSeptember 29, 2016
A significant charitable grant can help create a legacy and example for future generations
- How the Wealthy Teach Children about the Value of MoneyJune 1, 2016
Typically, parents would like to provide a secure future for the next generation.