High Net Worth Individuals
Clients look to us to resolve issues involving personal, family, business, financial, community and philanthropic interests…
Our work with clients often involves a common theme – taking a holistic view of our clients’ personal, business, family and philanthropic values. Each often requires an integrated approach involving income tax planning, estate planning and gifting strategies, pension and retirement issues and advice regarding the most effective tax treatment of real estate and other investments.
HIGH NET WORTH FAMILIES
Many of our clients are high net worth individuals and their families as a result of their having created or inherited wealth. In addition to our Family Office services, we offer substantial expertise in the complex concerns of high net worth clients such as wealth transfer, tax structuring, philanthropic strategies as well as multi-generational trust and estate issues.
HEDGE FUNDS / PRIVATE EQUITY
Perelson Weiner has expertise in the complexities of hedge funds and private equity. Significant tax planning opportunities can be executed and managed around distributions, valuations, cash flow and diversification events. We assist private equity partners and hedge fund principals, helping them plan and make decisions to achieve their goals tax-efficiently.
INTERNATIONAL NEEDS / INDIVIDUALS AND EXECUTIVES
Often our clients require international tax and or business services. Because of our membership in PRIME GLOBAL, an association of independent firms across the U.S. and in more than 80 countries, no client is ever without access to international solutions that complement our expertise.