Greenwich Office
2 Greenwich Office Park, Greenwich, CT 06831
Greenwich
Our founding office, serving Fairfield County and the New York metro.
- Mon – Fri
- 9:00 AM – 6:00 PM
Serving
Greenwich · Stamford · Westchester · Manhattan
Services available in Greenwich
Private Client Tax
Bespoke tax planning and compliance for executives, entrepreneurs and multi-generational families.
Trust & Estate
Fiduciary accounting, trust and estate returns, and the coordination that keeps a family's plan intact.
Wealth & Investment Tax Strategy
Tax-aware strategy across investments, real estate and business interests — designed with your advisors.
Family Office Services
Consolidated reporting, bill pay, entity administration and a single point of contact for the family.
Closely Held Business
Tax and advisory for the operating companies behind the wealth — structure, compensation, succession.
IRS & State Controversy
Discreet, experienced representation in examinations, appeals and voluntary disclosures.