Family Office and High Net Worth Individuals

JT Shulman & Company has advised and guided high net worth families since the practice’s inception. Working with your other professional advisors we serve as your back-office aiding in the preservation of family wealth. We offer solutions and strategies tailored to your needs and your complex personal and professional finances. Our high net worth and family office professionals provide timely and reliable support that give you confidence over your financial affairs.

Our courteous and professional staff have expertise in the following areas:

  • Bill paying and bookkeeping services
  • College fund planning
  • Comprehensive tax planning
  • Debt management
  • Estate and gift tax planning
  • Family and closely held business planning
  • Financial reporting
  • Household employee reporting and compliance
  • International taxation
  • Investment strategies and planning
  • Life insurance and long-term care planning
  • Matrimonial planning
  • Retirement planning