No two clients and situations are alike; we understand tax planning services are based upon a close and trusted relationship between client and advisor. We will get to know you, your goals and your unique situation. Our discrete experts will work closely with your other professionals to develop integrated plans that accomplish your financial goals.
For a successful business to run properly there needs to be a Chief Financial Officer in place to handle the company’s finances. Prager Metis believes that high net worth individuals require the same financial services as a thriving business. Our firm provides services that present you with peace of mind, knowing that your finances are being taken care of. From bill payment, insurance needs, and audit services, we will handle the tedious processes that come with handling finances, and allow you to enjoy everything else that life has to offer.
Prager Metis will work together with your lawyers, banks, and insurance companies to make sure that everyone involved in your team of advisors is working with the correct financial information. Through our years of expertise we have built relationships with a large number of professionals and can offer our trusted advice on legal services as well as financial institutions.
- Gift tax and estate planning
- Personal financial and tax planning
- Family Office services
- Individual and closely held entities
- International private wealth
- Tax-exempt organizations
- Tax return preparation
- Succession planning for businesses
- Coordination of personal/ business insurance needs
- Bill payments/ vendor liaison