High Net Worth Individuals
People who are successful have hard work, dedication and attention to detail to thank for it. They bring that same set of expectations to their professional services providers.
At Edelstein & Company, we have numerous individuals of that type as clients.
They want to know that we're looking out for their best interests at all times.
Whether it's calculating the tax consequences of a business buy-out, estimating cash flow from a business opportunity, assessing the potential value of a new venture, working with them and their investment advisors to expand their wealth – whatever the objectives are, they want, expect and receive our full attention.
Among the specific issues we help our high net-worth clients address are the following:
• Charitable giving
• Estate planning
• Income tax planning
• Investment planning
• Retirement planning
• Strategies for educational funding
• Transferring wealth to current and future generations while minimizing current and future taxes
By demonstrating to our high net-worth clients that we're "on top of things" at all times, we can proudly say that our relationships with them are among some of the very best we have.