Anchin Private Client Wins NYSSCPA Family Office Cup for Second Consecutive Year
Anchin Private Client, the preeminent accounting, tax, and consulting firm for high net worth individuals, families, and family offices has captured the New York State Society of CPAs’ annual Family Office Cup for the second consecutive year. Anchin Private Client, a specialized group within New York-based accounting firm Anchin, Block & Anchin LLP, developed the winning presentation based on the topic of “Family Legacy.”
Anchin team members Sean Graf, Michelle Privitelli, and Elana Tamas presented how a family legacy is created, maintained, and protected over multiple generations. The presentation touched on succession planning and next generation planning, wealth transfer, cultural impact, relationships, governance, and philanthropy, among other items. Their creative style allowed them to communicate the unique approach that Anchin Private Client brings to client relationships and explored common challenges and opportunities for families of significant wealth.
“We are pleased and honored that our Anchin Private Client team was given the opportunity to communicate their view on family legacy,” said Jared Feldman, Co-Leader of Anchin Private Client. “Every day these amazing professionals help families plan for the future, providing them with something no one can afford – more time. Time with their families and loved ones, doing things they are most passionate about.”