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

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

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