Family Office Services

Our goal is to simplify our clients’ lives, allowing them to better pursue their interests and passions while protecting their most important assets. We provide our families with financial management services, household office support, estate and trust planning and administrative support. 
Our services include:
  • Tax return planning and compliance
  • Comprehensive financial planning
  • Coordination with investment advisors and legal counsel
  • Domestic employee management and compliance
  • Trust and estate planning
  • Philanthropic planning
  • Bill pay service and vendor liaison
  • Cash flow management and forecasting
  • Coordination of insurance needs with clients’ insurance brokers

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Company Info

Perlson LLP
977 North Broadway
North Massapequa, NY 11758

Phone: 516-541-0022
Fax: 516-541-7760