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Firm Overview

We have a 30+ year track record of providing services to small to medium sized companies, and high net worth individuals in the NY tri-state area. We discreetly serve individuals, families and businesses with a suite of comprehensive services and advice. 

We are uniquely differentiated from our peers by our ability to effectively provide an "a la carte subset" or a “comprehensive set” of CPA-firm and Multi-Family-Office services tailored to each client's unique needs.