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(212) 631-0320

Wealth Accumulation Planning

Wealth planningYou've worked hard to get to where you are. You've accumulated wealth that you want to protect from creditors and litigants, and eventually pass on to your heirs with as little as possible paid in taxes. Over the years, Mark E. Feinsot, CPA has helped many people protect and preserve their assets. 

Our services are designed to help business owners and professionals who do not have time to manage their assets; family members who want to separate their personal assets from a family business; and large families with many assets.

Our CPAs offer a wide range of proven strategies to achieve our client’s asset protection and wealth preservation goals. Some of the strategies we use include family limited partnerships (FLPs), limited liability companies (LLCs), life insurance trusts, irrevocable trusts, life insurance planning and others.

Our wealth planning services include:

  • Wealth planning
  • Risk management planning
  • Estate planning
  • Trust planning and administration
  • Tax planning and preparation
  • Financial management and managing investment managers
  • Life insurance management
  • Succession and exit strategy planning
  • Charitable giving planning

Call Mark Feinsot today at (212) 631-0320 to discuss your wealth accumulation and estate planning needs.