Our Distinctive Approach
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Built on Continuity and Trust
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.
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Command Across Complex Wealth
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.
Related Practices
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
- Credits and Incentives
- Cross-Border Tax Compliance
- Executive Compensation and Benefits
- Family Office Structuring and Management
- Foundations and Charitable Giving
- Gifting Strategies
- Income Tax Accounting and Strategies
- Not-for-Profit Organizations
- Outsourced Finance and Accounting Solutions
- Pre-Immigration Tax Planning and Expatriation
- Pre-Transaction Planning
- Sales and Use Tax
- State and Local Taxation
- Trust and Estate Planning (U.S. and Foreign)
- U.S. Income and Estate Tax Treaties, FATCA, and CRS
Strategic Advisory Solutions
Our comprehensive advisory services deliver customized solutions for growing and protecting your wealth.
Reduce operational complexities and streamline back-office functions
Stay compliant across jurisdictions and optimize your tax position for investments and business operations
Gain targeted expertise on complex issues, from cross-border structures to niche tax opportunities
Optimize and streamline enterprise operations with strategic oversight
Secure diverse asset portfolios with defensible, accurate valuations for tax, compliance, and transactional/M&A purposes
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.
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