Business & Personal Planning
Trustworthy guidance from a strategic business consultant
If you have a business, how can you plan for future success – for your business and personal finances? Many of our clients grapple with these essential questions, and they rely on Steven Kreisman’s business acumen and decades of experience for sound business advice.
Business financial planning: As entrepreneurs, we have insight into your needs
Because we are entrepreneurs ourselves, we understand the financial challenges you face every day. We draw from our wealth of experience to provide strategic business consulting, helping you overcome challenges and build success.
Personal planning: Expertise in family dynamics, wealth strategies, and more
High-net-worth individuals, including celebrities, often face unique – and particularly challenging – issues. In addition to personal planning, estate planning, and advanced tax preparation, the family dynamics can be daunting! The Kreisman Group offers direct experience in all facets of personal planning for high-net-worth individuals and celebrities.
We’ll help you plan a course of action to meet your goals
Our staff has expertise in developing both business and personal plans. And, because we develop long-term relationships with our clients, we are ideally suited to help you identify your personal goals and the best strategies to pursue.
In addition, we can review your entire financial framework, and work with your legal and investment advisors regarding tax impacts of any actions.