You probably have your family's assets in many forms and in many places, set up at different times to accomplish different goals. Individually, they may be doing a good job for you, but collectively they may not be doing what is best for you.

Because all elements of your family's financial situation are interrelated, it helps to have a personal "financial quarterback" on your side coordinating the efforts of all of your financial advisors - including your ERE tax consultant, who will advise you on the tax issues and consequences of various options that you consider.

You can trust our experienced team of professionals to expertly address your day-to-day needs while looking out for your family's financial future.

Aspects of an integrated wealth management strategy include:

• Estate and gift tax planning
• Charitable and minor's trust planning
• Asset allocation plans
• Investment management services
• Personal financial planning, including:
  • Education funding
  • Retirement planning
  • Cash flow management

For more information, please contact:

Ira M. Rubenstein, MS, CPA, CFP, PFS
212.931.9100