At Mark E. Feinsot, CPA, a boutique accounting, tax and financial planning CPA firm, we know how to help ultra-affluent families and high net worth individuals create a unified strategy to protect, grow and distribute wealth. We have years of experience providing highly skilled, comprehensive financial planning that integrates all aspects of your wealth to yield long-term financial success. We know this type of service is built around a trusted relationship that ensures we have the knowledge, understanding, and personal insight to help you make the right decisions for you and your family.
Our typical client desires highly skilled personal attention that is centered on helping you and your family build and preserve wealth. Our comprehensive wealth management services are designed to coordinate financial and investment planning across different family members and multiple generations to mitigate risk, maximize retention of your assets and help you achieve your long term goals.
We help our clients simplify their complex financial lives, preserve wealth and achieve their long-term financial goals. As sophisticated financial professionals with specialized expertise, we offer attentive personal service and independence that can’t be found at larger institutions and banks. Contact us today at (212) 631-0320 to learn more about our services for high-net-worth individuals and ultra-affluent families.