Kaufman, Rossin & Co. has built a team of professionals whose technical skill and caring service are unmatched. That combination has made our Firm a powerful resource for many families and individuals.
Our
tax services include both planning and compliance. We often get involved in
estate and trust issues, helping to structure arrangements that preserve wealth for heirs. Some long-term clients look to us for counsel on
family business succession issues. For other clients we provide
family office services, handling daily administrative tasks like bill payment, or the ongoing monitoring of investments and banking relationships. In some instances, we assist clients with complex problems as
court appointed receivers, often with a goal of equitable distribution of assets.
As our relationships have evolved, we've learned what is important to each client, and expanded our services as their needs have changed. Our technical knowledge has grown and we've added talented resources as client situations demanded. But we've never lost touch with the values - integrity, independence and caring - that have been the core of our firm from the beginning.