Rising StarsAnchin in the NewsApril 1, 2013
In its inaugural ‘Rising Stars’ list, PAM details the wealth management and family office industry's brightest emerging players
- Anchin Family Office
Feldman works well with the client’s existing team of investment, legal and insurance advisors, to provide the best combination of service and advice in the marketplace, resulting in fewer worries, better decisions and ultimately, greater overall advice. He focuses on the accounting, tax and business issues his clients face, including the ever-changing tax and regulatory landscape, estate planning, philanthropic and next generation planning and business consulting. Feldman also acts as a personal CFO to a broad range of his clients. For both single- and multi-family offices, Jared and the Anchin team of seasoned professionals handle day-to-day functions such as bill payment services, tax reporting and payroll, as well as long-term tax planning and personal and business accounting issues. Working with other partners in the firm and other professionals, he provides seamless service in regards to philanthropic gifting strategies, wealth transfer to future generations, internal control reviews and risk management.