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President Obama to reportedly outline a proposal to make Research Tax Credit permanent President Obama to reportedly outline a proposal to make Research Tax Credit permanent Read More

Joint Committee on Taxation releases description of revenue provisions in President's FY2011 budget Joint Committee on Taxation releases description of revenue provisions in President's FY2011 budget proposal Read More

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High Net Worth Individuals

We Understand High Net Worth Individuals

At SingerLewak we know the importance of relationships in serving high net worth individuals and meeting their needs for financial controls, stability and simplicity. We have extensive experience providing business management and tax services to high net worth individuals, their families and family businesses. Our experience and reputation has been established through long-term relationships, building a high level of transparency and trust. Clients receive full reporting of our activities and the financial assets with which we are entrusted. Our high net worth individuals specialty group provides concierge style services designed to deliver financial security to clients through the knowledge that the complex details are in the hands of their trusted advisors.

 

Specialized services offered to our high net worth individuals include:

  • Business management services
  • Financial reports and bookkeeping services
  • Charitable giving
  • Succession planning
  • Income tax planning and preparation
  • Estate planning
  • Analysis of business transactions
  • Insurance analysis and risk management
  • Litigation support consulting
  • Business valuations


We Have The Skills That High Net Worth Individuals Need:

Extensive experience with high net worth individuals in the following industries:

  • Entertainment
  • Corporate
  • Entrepreneurs
  • Trust fund
  • Real Estate
  • Sports
  • Performance Arts

Our Business Management practice provides for:

  • Recurring Services
  • Loan Negotiation
  • Financial Review
  • Advisor Liaison
  • Project and home construction disbursement management

Tax:

  • Tax planning and compliance
  • Estate
  • Retirement


We Are Committed To Provide The Service That High Net Worth Individuals Expect:

Our practice group is dedicated to provide the services tailored to the needs of affluent individuals. Our national reputation in the professional services community (i.e. bankers, attorneys, money managers, insurance brokers, etc) is unparalleled. We have the networks and ability to always bring in the right professionals to service our client.

We understand the need to be cost-effective:

  • We create fee structures based on our client’s needs and a customized relationship plan
  • We build payment plans that address our client’s cash flow needs