High Net Worth & Family Office

RSSM’s High Net Worth and Family Office Services Group services high net worth individuals, their business, their families and charitable interests.  Our professionals cater to sophisticated and diverse family requirements with flawless execution, keen sensitivity and confidentiality.  Recognizing that each family is unique, RSSM carefully assesses individual family requirements and responds with a tailored array of financial, wealth planning and life management services.

Services Offered

  • Comprehensive bill payment and cash management
  • Consolidated reporting and tracking of all investment assets
  • Payroll administration
  • Risk management
  • Bank and credit reconciliations
  • Financial report preparation, analysis and review
  • Cash flow planning and projections
  • Life and disability insurance consulting
  • Concierge services
  • Compliance, planning and structuring to minimize tax liabilities
  • Trust and estate administration and planning
  • Wealth preservation and distribution strategies
  • Coordination of wealth transfer process
  • Succession planning

RSSM’s culture, systems and practices focus on complete security and confidentiality ensuring your privacy.

Contact Jay B. Goldberg, CPA, PFS for more information

(212) 303-1817
Email Jay B. Goldberg, CPA, PFS

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