Dorfman Mizrach & Thaler, LLP offers a full range of services to relieve high-net-worth individuals of the administrative responsibilities associated managing their finances. We assemble and coordinate teams of attorneys, investment advisors, and service providers to ensure competent and detailed asset oversight, complete day-to-day financial management, and effective tax and estate planning. Our detailed and customized reporting is designed to help our clients understand their incomes and financial positions with ease.
Our services include:
- Asset oversight
- Real property management
- Customized financial reporting
- Bill payment and cash management
- Document and record management
- Oversight of philanthropic activities
- Trust oversight and administration
- Household employee management and payroll
- Coordination and management of in-home health care
- Oversight of investor-owned businesses
- Tax services
- Estate planning