You have worked hard to grow assets. But overseeing and managing that wealth can prove to be time-consuming, especially given the constant changes in the tax laws. That’s why many high-net-worth individuals and multi-generations of select families all look to the professionals at Hoberman & Lesser for expert advice to maximize wealth for themselves and their heirs.
The professionals at HL invest time to get to know you, your needs and what makes your circumstances unique. Armed with that background and working in close concert with your other professional advisors, we devise a customize plan to minimize taxes and preserve wealth. Individual planning can include retirement planning, gifting, business succession planning and much more, with specialized expertise available in estates and trusts.
From our office in New York City, we assist high-net-worth individuals and families across the United States and the globe. HL’s trusted advisors guide clients professionally and with the utmost confidentiality. Clients enjoy peace of mind knowing there will be a smooth transition of wealth from one generation to the next.
Available services include:
- Investment management and advisory services
- Personal financial planning
- Trust monitoring and administration
- Business succession
- Wealth transfer planning
- Family office services
- Representation before IRS and state tax authorities
- Private foundations and charitable trusts
- Life insurance consulting
- Residency and domicile planning
- Advice on real estate and business purchases