Personal Business Management

Personal Business Management

Personal Business Management

Our Personal Business Management team serves executives, business owners, high-net-worth individuals, investors, divorced individuals, and entertainers. By relieving you of the pressures of attending to personal business, you will have peace of mind that your personal business finances are properly managed, and provide you the additional time to attend to other pursuits and enjoy life. We work with your team of professionals, such as attorneys, bankers, insurance brokers, wealth managers, etc., to achieve your financial and lifestyle goals.

Our services include:

  • Personal financial and tax planning
  • Trust and estate and gift planning
  • Tax return preparation
  • Family Office structure if necessary
  • Coordinating and interfacing with
    • Investment advisors
    • Bankers
    • Insurance professionals
    • Legal advisors
    • Real estate managers
  • Bookkeeping, accounting, and payment of bills
  • Cash flow management and forecasting
  • Assisting, coordinating, and negotiating the acquisition or leasing of homes, automobiles, boats, planes, etc.
  • Managing the financial details of multiple residences and vacation properties
  • Assistance with medical insurance and reimbursement claims
  • Insurance and risk management

Our professionals offer the judgment and experience required to simplify our clients’ lives, allowing them to better pursue their interests and passions.

To learn more about how HL can provide you with the advice you need to better manage your personal business, contact Robert Hoberman at 212-463-0900 or e-mail him at robert@hobermanlesser.com.