High Net Worth and Entrepreneurs
Clients look to Perelson Weiner to help resolve their issues with personal, family, business, financial, community and philanthropic interests.
We help you make the wisest choices for you and your family.
Our firm offers substantial expertise assisting high-net worth and entrepreneur clients with the complex issues they face personally and those imposed by tax legislation where they are targeted.
Whether having created or inherited wealth, entrepreneurs’ questions frequently go beyond the financial considerations of the moment. Perelson Weiner professionals are always ready to lead or serve as a team member with legal, trust and estate, investment and other advisors to help develop plans that reflect the family’s values
We assist high-net worth individuals and their families to focus on strategies that meld income tax and estate planning for wealth preservation with transfer, multi-generational trust and estate issues along with philanthropic activities. Another area of expertise is working closely with entrepreneurs and their businesses as they design transition, succession or exit strategies, with the added benefit of understanding the impact on their personal lives, and tax status.
Perelson Weiner has expertise in the complexities of hedge funds and private equity investments. Significant tax planning opportunities can be executed and managed around distributions, valuations, cash flow and diversification events. We assist private equity partners and hedge fund principals, helping them plan and make decisions to achieve their goals tax-efficiently.
Many of our clients have homes in multiple locations both domestic and international. Dual residences require special understanding and access to tax and business services. Our partners in PRIME Global and our long-standing work with international clients enables us to assist our clients no matter of the location.