Services

Private Client Services

Personalized tax and wealth planning solutions to help high-net-worth individuals and families preserve assets, ensure compliance, and build lasting legacies.

High-Net-Worth Tax Compliance & Reporting

Customized tax compliance and advisory solutions for managing complexity, ensuring compliance, and protecting wealth across generations.

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Tax Planning & Structuring for High-Net-Worth Individuals

Strategic tax planning and structuring services to preserve wealth, enhance tax efficiency, and align financial strategies with personal and family goals.

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Trusts & Estates

Expert trust and estate planning services to help you protect assets, reduce tax liabilities, and secure your legacy for future generations.

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Contact Us

Garden City Office 1475 Franklin Avenue, Garden City, NY 11530 (516) 874-8800
West Palm Beach Office 777 S. Flagler Drive, East Tower, Suite 225
West Palm Beach, FL 33401 (561) 567-7900
Seattle Office Affiliated Office: Seattle, WA (206) 275-4600
FLSV | Frankel Loughran Starr & Vallone LLP
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