January 2018
High Net Worth (Individuals & Families)
With high net-worth clients around the world, Spielman Koenigsberg & Parker understands the complex issues facing them each day. While every client is different, most share common goals to:
- Preserve and grow their capital
- Maximize all the financial benefits to which they are entitled
- Live their lives as comfortable—and worry-free—as possible
- Ensure that they will retire when they choose, and with the lifestyle they desire
- Plan their estates so that their assets will be transferred to their heirs in the most efficient manner.
Since 1955, SKP has assisted individuals and their families with planning and managing their financial activities. Working closely with their attorneys, bankers, investment managers and other trusted advisors, we provide a full range of services that are customized to meet each client's particular requirements. From routine bill paying to comprehensive Family Office services, all are designed with one goal in mind … to reduce the demands on their time, and to ensure their peace of mind.
Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, we would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.
