Donna Palumbo Director CBIZ MHM LLC

5 Bryant Park
New York, NY 10018 212.790.5700

The private client services group of CBIZ New York provides innovative solutions for managing the day-to-day financial administration activities of family groups and high net worth clients. For more than 40 years, CBIZ has developed numerous long-standing relationships by simplifying the complexity and difficulty of handling routine financial matters for its clients. As a result, CBIZ clients are able to enjoy the benefits of their families, wealth and lifestyles, knowing their personal and administrative needs are being handled with the highest level of integrity and professionalism. As a nationally ranked Top Ten Accounting Provider (Accounting Today, 2015), CBIZ has a multidisciplinary team of professionals uniquely positioned to implement an end-to-end family office and personal business management approach with a full suite of customized services.

At a Glance

Minimum Net Worth Requirement

$10 million (planning services)

Financial Services Experience

35 years

Minimum Fee for Service None
Largest Client Net Worth $500+ million
professional services provided
  • Personal financial planning
  • personal business management
  • insurance/risk management advice and products
  • family office services
  • divorce consultation
  • valuation services
  • corporate executive services
  • strategic tax planning
  • tax compliance
  • estate planning and wealth transfer

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