Cohesive, Responsive Private Client Advisory
For high-net-worth families and individuals, financial wealth brings with it numerous levels of complexity – from tax and estate planning, to key decisions related to cash flow and planning, and even to managing the day-to-day demands of a busy lifestyle where time is always scarce.
At Anchin, we offer a complete range of private client advisory services to help you make decisions with full confidence that they align with your big-picture objectives. We support and collaborate with your other key advisors to craft the optimal strategies for tax planning and compliance, including how best to manage unique assets such as art, collectibles and cryptocurrency, as well as creative planning for succession and wealth transfer.
As you navigate myriad financial and personal responsibilities, Anchin enables you to have more time to enjoy your family and pursue your passions, secure in the knowledge that you’ve covered all of your financial bases – from the mundane to the complex. We can guide your pursuit of philanthropic goals, whether that involves establishing a family foundation or other charitable strategies. Many families welcome the structure, efficiency and security provided by our family office support services. The thoughtful and strategic insight of our matrimonial advisory professionals can help to optimize tax efficiency and project cash flows resulting from settlements.
Working with Anchin, you always receive high-level advice with access to senior members of your engagement team. We are forward-thinking and constantly identifying new planning opportunities as circumstances change.
To sign up for our Private Client email list, click here.
Anchin’s client discussed with the Archdiocese of New York an idea to help them increase their fundraising for the Parochial School System. The Anchin team assisted with the grant agreement and its complex requirements and then within a five year period the Archdiocese was able to raise well in excess of their original investment.”
Anchin assisted a private foundation client with their idea to establish matching grant programs which leveraged their philanthropy by enabling the recipient charities to raise additional funds. We worked with the recipient charities to establish grant agreements and through financial monitoring ensured that the agreements terms were complied with. ”