Prager Metis CPAs, a leading accounting and advisory firm with a full range of accounting, audit, advisory, tax and international services, welcomes Jodi Greco to the Family Office team, a part of the Private Wealth Group. Greco joins the firm as a Family Office Advisor. She will be based out of Prager Metis’ New York City office.
“Bringing Jodi on board is essential for our plans to expand our resources and further strengthen our reputation as the “go-to” expert in Family Office services,” says Jay Goldberg, CPA, PFS, Partner-in-Charge of Family Office Services. “With her extensive background in family office and high-net-worth individuals, she has a unique expertise that few possess. She is a perfect addition for us enhancing our existing family office and wealth management services.”
Greco will be assisting the family office team in working with our high-net-worth clients in client relationship management, estate planning, financial report preparation, analysis and review, and compliance, planning and structuring to minimize tax liabilities. She will be working with our existing clients as well as developing new relationships and is able to use her expertise throughout the firm to grow and develop all of our clients.
Prager Metis’ Family Office team acts as their clients’ “quarterback” to ensure that all family policies and decisions are enacted and continually maintained. They believe in total transparency and communication with all family members. Some of their services include High-Net-Worth tax & financial planning, family office services, gift, trust & estate planning, tax return preparation, insurance planning & review, and specialized services.
For more information, contact Diane Walsh at 212.643.0099, Ext. 125 or firstname.lastname@example.org.