From generation to generation.
Managing Wealth That Lasts
Families that have been blessed with abundant resources and success have unique needs.
Chief among these needs are discretion and agency. As CPA's, we are ethically bound to keep your matters in confidence and to act as a fiduciary to your interests. Our aim is to give you the space and resources you need to achieve your goals.
If you’re the first generation of your family to operate at this level – you certainly know the value of hard work. Once you’ve created this wealth, you need to protect it and ensure that it can provide for your family for multiple generations.
Discerning individuals know that in chess one must think twelve moves ahead.
So too in family office consulting, we don’t just prepare one return for one entity or family for one year; we look at the whole situation from the widest possible vantage. And our concierge service allows us to be readily accessible at any time to manage and guide you through all the activities and concerns that face today’s high net worth families.
A higher level of service.
Our family office clients require the Rivlin Group's full suite of offerings – tax, accounting, wealth management and beyond. Highly competent people expect to have discretion over how they engage with professional service providers. In order to better serve them, we offer the tiered levels of service that allow clients to decide for themselves the level of access that will meet their needs.
Leaving a legacy
We'll help you with preparing your children & grandchildren for wealth, charity & legacy donations, and managing taxes.
We can handle it all.
From paying household employees to coordinating a team of investment advisors and attorneys around estate planning.
This puts The Rivlin Group at their fingertips for every decision that in any way involves finances, business, tax implications, and even certain personal decisions that require an objective third party with intimate knowledge of the client's situation, resources, challenges and life goals.
Learn more.
Ready to talk?
Contact us today if you are part of a family office that could benefit from our concierge services.
We will immediately schedule a meeting to begin the process of evaluating your portfolio and profile, and welcome you into our Family Office community of clients.
