Email: eross@rosstaxcpa.com

                       1450 Washington Blvd      

                         Stamford CT   06902

​​​​​​​​​​​​​​                   Call now  914-479-7730

​​​​​​​​​​​​​​​​​ ERIC ROSS CPA 

Family Office Practice

We have a deep understanding of the subtle and direct interplay between the needs of the business and of the family and the individual members.  Our policy is to get to know you, your family, your goals, and your specific needs and concerns, before advising on anything.  For the busy, dynamic, and growing family group, we provide the following:

• Maximizing the value from family assets
  
  
• Ensuring that each generation’s goals are met in conjunction with the overall family goals
  
  
• Developing estate and wealth transfer plans
  
  
• Maintaining separate finances for estate, tax, security, and confidentiality purposes
  
  
• Facilitating sales and liquidations
  
  
• Reaping the full benefits from charitable contributions
  
  
• Provisioning for healthcare needs
  
  
• Funding education
  

​​​​​​​​​The right questions.The right answers.©