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)
Association Member AICPA, New Jersey Society of CPAs
Minimum Fee for Service None required
Largest Client Net Worth $500+ million
BA, economics and accounting, College of the Holy Cross