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Rothstein Kass’ Family Office Group offers a wide range of financial, wealth planning, and life management services to family offices and high-net-worth individuals, including family members, business owners, and members of the financial services industry. Comprised of seasoned financial professionals and certified public accountants, Family Office Group applies proven expertise with the utmost discretion and attention, to guide your financial life and protect your future. Our services include:
Whether your wealth has accumulated over the last few years, or over generations, your portfolio requires and demands constant attention. Delegating your financial and life management to Family Office Group, from personal financial planning and tax strategy to fulfilling short- and long-term lifestyle needs, provides you with more time to concentrate on the growth of your portfolio and enjoy the rewards of your efforts. Our relationship-driven approach enables us to provide the highest level of hands-on personal service. Although we establish and maintain a synergistic relationship with key members of your business team, we work with you directly on financial and lifestyle matters.
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