Private Client Group

When it comes to your family, wealth preservation and protection are paramount. At Buchbinder, we take a holistic approach to tax planning by working with your team of advisors and developing strategies to enhance your legacy.

Increased exemptions and state law changes have created a desirable climate in regards to tax planning for high net worth individuals in regards to tax planning. Our tax partners provide an array of services from pre and postmortem planning and tax minimization to charitable giving.

Family Office Services

Managing the day-to-day administration of your family’s wealth can be overwhelming, but we make it a lot easier. Our partners are well equipped to handle a variety of specialized tasks to simplify your life and bring peace of mind. We offer a range of family office services, including:

  • Cash management and forecasting
  • Bill payment
  • Organizational structure selection
  • Structuring cash distributions
  • Risk management
  • Budget preparation
  • Employee benefit plan consulting

Buchbinder has offices in New York, New Jersey and Maryland, and provides services for high net worth individuals nationally.

When it comes to transferring your wealth, you need a trusted advisor by your side that understands how to minimize your tax liabilities during this process. The partners in our Private Client Group will assist you in taking inventory of your assets, review your will and trust documents, and help you identify your estate planning goals.

As affluent individuals, there are always steps you can take to reduce your tax burden. At Buchbinder, our proactive tax specialists navigate the nuances of the tax laws to help you reap the benefits. A comprehensive tax plan can make a big difference in protecting and maintaining your wealth.

At Buchbinder, we prepare returns for trusts and estates to assist fiduciaries and beneficiaries in meeting their income tax compliance needs in a timely and efficient manner.

Fiduciaries hold a great deal of responsibility. Our specialists work with your wealth management team to make sure your assets are protected and generating income. We prepare fiduciary accounting for estates, trusts, guardianships and more.

As part of estate planning, our team will help you decide how to make charitable gifts while developing and implementing strategies to minimize estate, gift and transfer taxes.

Whether it’s your business or personal estate, transferring your wealth doesn’t have to be fraught with stress. Our team is highly experienced at crafting and implementing a personalized succession roadmap for you and your family.

Featured Partners