Practice Areas

  • Trusts and Estates
  • Personal Advisory
  • Wealth Preservation and Asset Protection Planning
  • Fiduciary Accounting

Industries Served

  • High Net Worth Individuals
  • Real Estate

Roberto Viceconte
CPA, JD, LL.m, CFP, Partner-in-charge of trusts and estates

1375 Broadway, 15th Floor, New York, NY 10018
Tel: 212-944-4433 Ext. 2480     Email:

Roberto has been providing private client services to high net worth clients for over twenty years. Roberto's practice is concentrated in the areas of financial planning, asset protection planning, and income and estate tax planning for high net worth individuals, including structuring sophisticated wealth transfer plans. He also advises fiduciaries in administering estates and trusts, including income, estate, and gift tax return compliance and fiduciary accounting. 

Roberto writes frequently on estate and financial matters and has had articles published in various trade journals. He has been quoted in Time Magazine, Money Magazine, The New York Times, Forbes, and other professional publications.

Professional Affiliations and Organizations

  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA) - former co-Chair, Estate and Financial Planning Committee
  • New York State Bar Association - Trusts and Estates and Taxation sections
  • American Red Cross (Nassau County) - former Treasurer, former member, Board of Directors
  • Mercy College - Adjunct Professor of Business Law
  • Pace University - Instructor, Financial Planner Program


  • Boston University School of Law - LL.M in Taxation
  • St. John's University School of Law - Juris Doctor
  • Hofstra University - Bachelor of Business Administration in Accounting