Rosen, Sapperstein & Friedlander, LLC: Business Consultants & Certified Public Accountants

High Net Worth Services

Taxes evolve in a dynamic environment.
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RS&F Connect

High Net Worth Services

RS&F assists clients with accounting and tax strategies for protecting, preserving, and growing their personal wealth.  As tax laws change, RS&F adapts and understands how to structure personal assets and liabilities in optimum manner for estate and tax planning purposes. We join or help build the team of legal and financial advisors that support individuals and families as they navigate through the ever-changing tax and financial landscape.

RS&F does not perform investment advisory services on behalf of its clients.  Additionally, we are not affiliated with any investment or brokerage firm that provides such services.  We believe this helps us remain objective in providing advice that is in the best interest of clients.  Moreover, this allows us to work with your investment advisor as part of your team, with RS&F being the trusted advisor and the investment professional being your investment expert.

Our High Net Worth Services include:
  • Business Succession Planning
  • Estate and Gift Planning
  • Compensation Planning
  • Charitable Giving and Foundation Planning
  • Wealth Preservation
  • Family Office Administration and Accounting Services