| The Platinum Advisory Group (Platinum), a division of Anchin, Block & Anchin LLP (ABA), was set up by ABA to serve its high net worth clients. Platinum services affluent clients with a net worth of $25 million to over $1 billion. These clients have achieved their financial standing in a broad spectrum of industries and professions as well as inherited wealth. We discreetly service more than 60 families with a net worth exceeding $50 million.
The team of professionals of ABA and Platinum provide to the individuals and the family the personal and professional attention required. Whether focusing on income, estate or investment planning, the team of professionals will help you and your family to define and accomplish your objectives. We will work with your advisors to ensure that all of your professionals are working towards achieving the same goals.
We can help satisfy the family’s many needs by assisting you with: -
Sophisticated personal, business, trust and estate tax planning
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Coordination of the various family, individual and business planning issues with all professionals and institutions involved
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Merger and Acquisition — total support in finding, negotiating, structuring, and planning a sale or acquisition
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Bill Paying and Payroll Services — to streamline and simplify payments
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Personal/Concierge Services — to handle those other items that are important to you and your family
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Information Reporting — maintain books and records for the family while providing specialized reports tailored to the family member’s needs
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Family Continuity and Education — to provide advice on governance issues, participate on boards and hold family meetings to provide education on various topics
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Online Investment Information — to provide the information that you want, when you want and the ability of controlling access to other family members
The High Net Worth/Family Office Services include: -
Wealth Transfer Planning
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Tax Compliance and Review
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Investment Strategy Implementation
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Integrated Financial and Tax Strategies
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Liability Management
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Trusteeship Services
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Family Philanthropy & Personal Gifting
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Private Business Services
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Performance Measurement & Analysis
The objective of the ABA/Platinum Group is to offer its clients a range of services specific to their needs while providing them flexibility to choose only those services that best address current and future needs.
Investment Management Services and Financial & Estate Planning are offered through Platinum Advisory Services LLC.
Insurance Products are offered through Platinum Risk Management LLC.
Securities and Merger & Acquisitions are offered through Platinum Financial Services LLC.
Member of NASD & SIPC. |
