High Net Worth Individuals

Focused on Wealth Preservation

Our High Net Worth Individuals Practice advisors provide concierge services, tailored to our clients’ needs and priorities. With a depth of resources and a network of solutions, our team is well-equipped to provide sophisticated planning solutions geared towards wealth preservation.

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Services Included

Income tax planning

Estate, trust and gift planning

Concierge services

Retirement planning

Stock option planning

Charitable giving

International trust and estate tax

How Citrin Cooperman Can Help

Citrin Cooperman provides a variety of tax planning and reporting services to wealthy U.S. citizens, foreign nationals, and expats. Our tax planning services are designed to not only minimize your tax liability but help to build your financial legacy. From trust and estate planning to business and household management, we’re well versed in every aspect of tax and financial planning for individuals and their families.