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Business Management and Family Office

With privacy at the heart of every matter, our Business Management and Family Office Practice is highly experienced and dedicated to providing sound financial and business guidance for high-profile individuals and their families.


Citrin Cooperman covers a wide range of clients, including high net worth individuals, high-profile individuals and their families, and single-family and multi-family offices.

How Citrin Cooperman Can Help

Citrin Cooperman places privacy at the forefront, ensuring your confidentiality in all matters. Our Business Management and Family Office Practice offers financial and business guidance tailored to high-profile individuals and their families. We serve a diverse clientele, including high net worth individuals and both single-family and multi-family offices.

Our Services

Music

Our experience in the music industry allows us to navigate the unique financial needs of artists and professionals. We offer comprehensive wealth management services, ensuring that legal, tax, and financial plans are in harmony. Our in-house CPAs and Certified Financial Planners (CFPs) develop strategies tailored to individual needs and business models, providing trusted advisory services in an ever-changing industry.

 

Music Practice Leader: Wayne Kamemoto

TV & Film

We cater to the financial and business needs of high-profile individuals in the TV and film industry. Our holistic approach includes a broad range of services, from financial planning to tax advisory, all coordinated to deliver results. Our experts keep abreast of breaking news and industry changes, ensuring that our clients' interests are always protected and aligned with their financial goals.

 

TV & Film Practice Co-Leaders: Arnie Herrmann, Craig Tessler

Family Office

Citrin Cooperman’s Family Office Services Practice provides a synchronized approach to integrating legal, tax, and financial advisory services. Our team of professionals ensures that privacy is maintained and that every decision is made in the best interest of our clients, fostering long-term trust and security. As your outsourced family office, we are here to oversee your entire financial landscape and provide you with a wide range of comprehensive and customized services while ensuring compliance, driving efficiency, and preserving your wealth.


Family Office Services:
• Network of Third-Party Professionals
• Global Asset Evaluation and Enhancement
• Consolidated Reporting and Asset Tracking
• Cash Flow Analysis and Liquidity Planning
• Integrated Banking and Lending Solutions
• Investment Tax Strategy
• Tax and Estate Planning
• Charitable Giving


Family Office Services Practice Leader: Michael Dooley

Royalty Inspection, Contract Compliance, and Consulting

We offer specialized services in royalties and licensing, catering to the financial complexities of high-profile individuals. Our in-house expertise ensures that clients receive accurate and efficient management of their royalty income. We coordinate with legal and tax advisors to optimize financial outcomes, providing a seamless experience that aligns with our clients’ financial plans and goals.

 

Royalty Inspection, Contract Compliance, and Consulting Practice Leader: Chris Hull

Contact Us Today

If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.