The Bottom Line

With thousands of high net worth individuals and family groups relying on REM's guidance, you can be assured that your financial health is in good hands.

Leadership Team

Thomas Turrin
Partner-in-Charge

Lisa S. Goldman

Kenneth A. Lindenbaum

Roberto Viceconte

Resources

6 Classic Techniques for Protecting Your Assets

Services For You and Your Family

Your family’s assets are too important to entrust to anything less than the most knowledgeable and committed of advisors. REM offers high net worth individuals and their families insightful wealth management strategies and personal service that stands out among top New York area certified public accounting firms. If you are seeking family financial management services and household office support, or if you need to establish and implement a smooth asset transfer through estate and trust planning and administration, REM is here for you. We take protecting and nurturing your family’s assets as seriously as you do.

What we can do for you:

  • Domestic and international tax planning and compliance
  • Tax preparation
  • Family office services
  • Personal financial management
  • Litigation and valuation consulting, matrimonial and estate valuation
  • Identification of federal, state, and local tax credits and incentives
  • Trust and estate planning
  • Succession planning