At SingerLewak we know the importance of relationships in serving individuals and meeting their needs for financial controls, stability and simplicity. We have extensive experience providing business management and tax services to individuals, their families and family businesses.

Our experience and reputation has been established through long-term relationships, buildings a high level of transparency, and trust. Clients receive full reporting of our activities and the financial assets with which we are entrusted. Our individuals client service group provides concierge-style services designed to deliver financial security to clients through the knowledge that the complex details are in the hands of their trusted advisors.

We team with our clients’ other trusted advisors to ensure the wealth management and preservation strategies meet our clients’ goals and objectives.

Specialized services offered to our individuals include

• Business management services
• Financial reports and bookkeeping services and cash flow analysis
• Income tax planning, compliance and consulting services
• Succession planning
• Charitable Giving
• Estate planning
• Analysis of business transactions
• Insurance analysis and risk management
• Business valuations

Retirement planning with individuals in the following areas

• Entertainment
• Corporate
• Entrepreneurs
• Trust fund
• Real estate
• Sports
• Gaming

Medical and other personal services

• Recurring Services
• Loan Negotiation
• Financial Review
• Advisor Liaison
• Project and Home Construction
• Disbursement Management

Our Tax services include

• Tax planning, compliance and consulting services for individuals, businesses, estates and trusts
• Estate and gift planning
• Retirement planning
• Foreign asset disclosure reports
• Court accounting

The Service You Expect

We provide a robust and wide range of services for our individuals, and  our national reputation in the Professional Services community (i.e. bankers, attorneys, money managers, insurance brokers, etc.) is unparalleled. We have the network and ability to always bring in the right professionals to service each client.

We understand the need to be cost-effective

• We create fee structures based on our clients’ needs and a customized relationship plan
• We build payment plans that address our clients’ cash flow needs