Download the Brochure - When you reach a certain point in your life, you want to enjoy the benefits of your family, wealth and lifestyle and leave the details to professionals who understand your needs.
As a high net-worth individual, you need customized service and a high level of personal attention.
Many high net-worth individuals, including entrepreneurs, executives and those whose wealth is inherited, require highly personalized assistance in order to ensure that their personal finances are handled with the highest levels of integrity and professionalism.
For over 35 years, CBIZ MHM, LLC - New York Private Client Services has been dedicated to assisting high net worth individuals and their families with financial planning as well as managing their diverse day-to-day financial and administrative activities. Our professionals have extensive experience in simplifying the complexity, difficulty and burden involved in handling family finances and offer clients an innovative way to relieve themselves of certain financial and money management activities.
From sophisticated professional advice and planning to routine bill paying, CBIZ MHM, LLC - New York Private Client Services can function as a “one stop shop” for clients. Our professionals work closely with you and your family to develop a customized financial plan to fulfill current needs, anticipate future changes and ultimately achieve lifetime objectives.
Our Private Client Services can also provide a broad scope of specialized services in order to assist you with financial and lifestyle management. Our team is experienced in assisting with managing day-to-day cash flow, overseeing the management of multiple residences and acting as a valuable resource for finding and referring appraisers, household employees, investment managers, insurance brokers, and attorneys. We can also advise clients who want to create or already have private charitable foundations to help them achieve their philanthropic goals.
Our professionals look forward to the challenge of understanding your family’s unique needs and objectives and designing special services to meet your requirements. In doing so, our Family Office strives to establish lifelong relationships resulting in trust and peace of mind.