Our Distinctive Approach
Our clients receive senior-level attention from day one. Every engagement is partner led, with a tax advisory and compliance team that goes beyond core functions to deliver insights and strategies that maximize efficiency across your private enterprise. With no mandatory rotation policy, you benefit from a consistent team of professionals who truly understand your unique challenges, providing real-time guidance with faster decision-making resources.
Diverse assets and holdings, multiple state and international jurisdictions, and complicated trust and estate structures require an extreme level of technical expertise. Whether your investments and financial operations are in private equity, real estate, hedge funds, credits, or other private assets, you benefit from a team of professionals with decades of experience handling the matrix of tax compliance and strategic tax planning.
Global Private Client
Our firm’s genesis is in working with U.S. and international high-net-worth individuals and their families on their businesses, investments, and personal holdings.
Whether your operations and assets are located around the corner or across the globe, we provide comprehensive solutions that are based on deep industry expertise and experience, guiding private clients on their journey of building and preserving wealth.
Family Office
You’re focused on the journey of building and preserving generational wealth; we’re focused on strategizing and supporting you through a holistic model, layering skilled technical expertise over a fundamental understanding of the sensitivities and privacy concerns often present in families with large and multifaceted wealth.
We provide a full range of complementary services designed to support your entire wealth ecosystem. From family office structuring, management, and financial outsourcing to complex tax, gifting, and compliance expertise, we help orchestrate the moving parts so you can focus on what matters most.
Solutions That Move
You Forward
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Strategic Advisory Solutions
Our comprehensive advisory services deliver customized solutions for growing and protecting your wealth.
Business Process Outsourcing
Reduce operational complexities and streamline back-office functions
Commercial Tax Services
Stay compliant across jurisdictions and optimize your tax position for investments and business operations
Tax Advisory Services
Gain targeted expertise on complex issues, from cross-border structures to niche tax opportunities
Business Management
Optimize and streamline enterprise operations with strategic oversight
Valuation Advisory Services
Secure diverse asset portfolios with defensible, accurate valuations for tax, compliance, and transactional/M&A purposes
Curated Resources
Our team delivers forward-thinking insights and practical tools designed to help anticipate what’s next. Leveraging our collective experience, we provide timely thought leadership on the key trends, challenges, and opportunities impacting our clients.
IEEPA Tariff Insights
Citrin Cooperman is continuing to share updates on IEEPA tariffs as new developments emerge.
Stay ahead with actionable guidance on the International Economic Emergency Powers Act (IEEPA) tariffs, scenario planning, and optimization opportunities specific to your operations.
The One Big Beautiful Bill Newsroom
On July 4, 2025, a landmark piece of legislation was signed into law: The One Big Beautiful Bill (OBBBA) — a sweeping tax reform package that changed the federal tax landscape.
Keep ahead of the latest developments with all of Citrin Cooperman's Washington National Tax guidance in one place.
The Present and Future State of Asset Management
More than 300 asset management leaders participated in sharing the key factors shaping private equity and venture capital firms, private credit, hedge funds, and funds of funds.
Explore the sources of capital, operational strategies, exit plans, and deal making trends shaping the year ahead.
IEEPA Tariffs
IEEPA Tariff Insights
Citrin Cooperman is continuing to share updates on IEEPA tariffs as new developments emerge.
Stay ahead with actionable guidance on the International Economic Emergency Powers Act (IEEPA) tariffs, scenario planning, and optimization opportunities specific to your operations.
OBBBA Newsroom
The One Big Beautiful Bill Newsroom
On July 4, 2025, a landmark piece of legislation was signed into law: The One Big Beautiful Bill (OBBBA) — a sweeping tax reform package that changed the federal tax landscape.
Keep ahead of the latest developments with all of Citrin Cooperman's Washington National Tax guidance in one place.
Asset Management Report
The Present and Future State of Asset Management
More than 300 asset management leaders participated in sharing the key factors shaping private equity and venture capital firms, private credit, hedge funds, and funds of funds.
Explore the sources of capital, operational strategies, exit plans, and deal making trends shaping the year ahead.
Global Private Client and Family Office Team
Contact Us Today
If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.
