The private client services group of CBIZ New York provides innovative solutions for managing the day-to-day financial administration activities of family groups and high net worth clients. For more than 40 years, CBIZ has developed numerous long- standing relationships by simplifying the complexity and difficulty of handling routine financial matters for its clients. As a result, CBIZ clients are able to enjoy the benefits of their families, wealth and lifestyles, knowing their personal and administrative needs are being handled with the highest level of integrity and professionalism. As a nationally ranked Top Ten Accounting Provider (Accounting Today, 2015), CBIZ has a multidisciplinary team of professionals uniquely positioned to implement an end-to-end family office and personal business management approach with a full suite of customized services.
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Why is New York City one of the best places in the world to live and work?
We’ve all heard the truism ‘If you can make it here, you can make it anywhere.’
Why do women of wealth need to take control now?
The increased presence of women in the workplace has been well documented, and the results are in: Today, women are playing an increasingly significant role in their family finances. The exponential rise in the number of “bread-winning” women is staggering. Recent statistics provided by CNBC.com writer Kelli B. Grant show that 42 percent of U.S. […]
Seriously? Estate-tax repeal again?
Almost a year into the presidency of Donald J. Trump, the world of global finance is changing. While lawmakers work toward tax-law changes, many advisors are trying to anticipate those changes and how they will affect us and our client-families’ future wealth. The truth is, we don’t know what the new tax structure will be. But change is not a new concept to estate planners, […]
How do I steer my college graduate onto the right financial path?
We all want to make sure we have prepared our children for the challenges they will face at different stages in their lives. One of those challenges is being equipped to handle their finances after graduation. nHow do we do that? The answer is: making sure our sons and daughters have been educated on key […]
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