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-generational families 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 customized plan to minimize income and estate 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:

  • Evaluating and understanding investment management and advisory services
  • Personal tax and financial planning
  • Trust administration and tax minimization
  • Business succession planning
  • Wealth transfer planning
  • Family office services
  • Representation before IRS and state tax authorities
  • Divorce
  • Private foundations and charitable trusts
  • Life insurance consulting
  • Residency and domicile planning
  • Advice on real estate and business purchases

High-Net-Worth Tax Services

Tax planning for high-net-worth families is complex and complicated. At Hoberman & Lesser, we’re here to help you take advantage of the opportunities available to people in your position.  We make it our job to know you personally and understand your goals. By taking the time to learn about you and your family, we help create a customized and efficient income tax and high net worth family wealth structure. Your goals reflect who you are and what you want for yourself, your family, and the world around you.

Our team of dedicated and experienced professionals will work closely with you to help you achieve those goals in this complex tax and regulatory environment. Whether you are a single family, have a cross-border presence, or operate a multi-generation-owned business, we are here to help you – now and for future generations.

To learn more about the support available to you and your family, contact Robert Hoberman at 212-463-0900 or e-mail robert@hobermanlesser.com.

 

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