Personal Financial Services
Reitman & Belkin has a longstanding history of working with high net worth individuals and families, which gives us the proper skills to manage our clients’ transactions and ensure their financial health. Our team provides customized services to create a specific plan to meet our clients’ goals and needs.
Our understanding of market conditions, changing tax laws and fluctuating interest rates allows us to recognize that financial planning is an involved process. With our previous experience, we can assure you that we will guide you with the highest level of professionalism and reliability.
We also offer services to make managing your family’s wealth easier for you.
We will work with your attorneys, investment advisors, insurance brokers, and other service providers to provide asset oversight, day-to-day financial management, and effective tax and estate planning. Our services are designed to help our clients clearly understand their financial position.
Our services to high-net-worth individuals include:
- Personal financial plans
- Estate and retirement planning
- Insurance planning
- Monitoring of investment performance
- Asset allocation
- Investment strategies for accumulating preserving and transferring wealth
- Asset oversight
- Real property management
- Financial reporting
- Bill payment and cash management
- Oversight of philanthropic activities
- Trust oversight and administration
- Household employee management and payroll
- Tax services
- Estate planning
- Family office services