High Net Worth Individuals

It’s not what you earn, it’s what you keep. In today’s turbulent economy it’s important to have an experienced consultant who understands your specific needs. We are experts in all areas of accounting, including tax, business and estate planning, debt structuring, investment advice, charitable giving, business valuations, retirement plans, and much more.

Smolin has been serving high net-worth individuals and families since its inception in 1947. The firm was built on providing services to successful entrepreneurs and high net-worth individuals. We work with many privately-held and family-owned businesses that have grown into valuable enterprises.

Business success and personal wealth often go hand-in-hand, but each requires its own unique management and support. We can guide you on both.

Our CPAs and investment analysts can assure you that your wealth is protected and that it is working for you. We have tax experts experienced in devising strategies to preserve and grow your assets. Our Wealth Advisors team can perform personal net worth analyses, identify financial goals, study cash flow, and help you plan your retirement.

With Smolin, you will have access to a full suite of services including:

  • Bill paying and analysis
  • Bookkeeping
  • Cash flow management
  • Royalty analysis
  • Tax planning and preparation
  • Household payroll management
  • Monthly reporting
  • Asset management
  • Insurance planning
  • Travel arrangements
  • Around the clock availability
  • Party planning
  • Assistance with charitable endeavors including fundraising and foundations
  • Estate and retirement planning
  • Asset protection planning
  • Education planning
  • Eldercare planning

We also offer litigation support, with a staff of certified fraud examiners, accredited forensic accountants, and accredited business valuation experts who can help you in the event of fraud, legal disputes, or marital dissolution.

Premier Lifestyle Services

What began as a simple bookkeeping service for Smolin’s wealthiest clients evolved into Premier Lifestyle Services, developed specifically with the needs of our high-net-worth clients in the front of our minds. We understand that you lead a busy life without nearly enough time in the day, which is where we come in.
With Premier Lifestyle Services, you have access to a full suite of services. As your accountant, we have your financial best interests in mind. It only makes sense for the day-to-day management and allocation to be handled by someone with an already strong understanding of your monetary assets.

Making smart decisions
to protect your personal wealth.