If you're a high-net-worth individual who can no longer have your auditing firm manage your personal finances, J.H. Cohn can step in with comprehensive services tailored to meet your needs. Senior executives, entertainment industry professionals, professional athletes and wealthy families turn to us when they need customized high-end financial solutions.
Every day brings change, but one thing that never changes is J.H. Cohn's commitment to you. We continuously monitor the fluctuating economic and financial environment and consider its impact on you. We regularly meet with you and your advisors to assess external influences and help you achieve financial goals.
By individualizing our approach to each client's situation, we deliver world-class services along with the personal attention your position demands.
Personal Client Services Division
It's a fact that high-net-worth individuals require a different level of expertise to meet their personal financial needs. Under the new Sarbanes-Oxley legislation, decisionmakers can no longer use their auditors to help with personal financial needs. In these cases, you can turn to J.H. Cohn to help you with solutions for your life insurance, trust and estate, and tax planning and preparation needs.
Concierge Services
Are you a busy executive or a high-profile entertainer? With no time to keep your financial records up to date?
Then let J.H. Cohn help. We offer concierge services to high-net-worth individuals including:
- Personal recordkeeping and bill pay
- Daily funds management
- Household payroll administration
- Cash flow management
- Investment and estate planning