Individual Client Services

Soberman LLP provides a full range of services designed for high-net-worth individuals and families. We know it is important to get to know clients and the specific issues they face. Building trust, providing quality services and responding to clients' unique needs are paramount. Some of our personal client services include:

• Estate and succession planning
• Facilitation of family councils
• Financial management, planning and reporting
• Insurance analysis and risk management
• Real estate consulting and implementation
• Tax planning and compliance
• Trust planning
• Wealth management