Weinstein & Formanek, CPAs & Family Office Advisor

About

We are a 2nd generation CPA firm, which also provides wealth advisory and family office services to individuals, families and businesses. We have a 30+ year track record of providing services to Business Owners, Individuals, and HNW/UHNW families in the NY-metro and Miami areas. We discreetly serve individuals, families and businesses with a suite of comprehensive tax, accounting, and family office services, and well structured advice and support. We are uniquely differentiated from our peers by our ability to effectively provide an "a la carte subset" or a "comprehensive set" of MFO & CPA-firm services tailored to each client's unique needs.

Services

Industries