High Net Worth

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.

Services Include:
Related Content

“Shenkman Fall Webinar Series” – Webinar # 4: “The State-Based Right of Publicity: An Overview of Estate Tax and Valuation Issues”

Ladidas Lumpkins CPA, JD, LL.M., Partner-in-Charge of Private Wealth Services, will be speaking at this year’s “Shenkman Fall Webinar Series,” hosted by Shenkman Private Client Group of Oppenheimer & Co. Inc. Join Ladidas as she discusses “The State-Based Right of Publicity: An Overview of Estate Tax and Valuation Issues”. Topics include: What is the right of publicity, what state law applies, is the right transferable, and how is it valued?

Read More »
We’re here to
Are you interested in receiving our latest news or
contacting one of our experts?
Are you ready for the
next step?
At Prager Metis, we believe our
people make the difference!