Trusted

Experienced

Committed

As a trusted partner, we offer tailored solutions to enhance your financial management. Our expertise lies in working with high-net-worth and ultra-high-net-worth individuals, multi-generational families, closely held businesses, and trusts.

We specialize in working with small businesses, as well as individuals who are dealing with the complexities of managing large estates or navigating wealth after a significant life event, such as divorce, the loss of a spouse, or an inheritance.

Small Business Consulting

Full spectrum accounting and bill pay software (set up and support) using QuickBooks Online and Bill.com.

Payroll services through ADP.

Spend & expense advisory services using Bill.com.

Interim project roles from Controller to CFO to support you in the short-term.

Eliminate Uncertainty with Personal Cash Flow & Expense Tracking

We work with you and your wealth manager to provide a comprehensive expense tracking budget that is in line with your income stream and succession planning goals.

Estate Succession & Philanthropy Planning

- We will assist with the safeguarding and efficient transfer of your generational wealth through strategic estate/succession planning.

Preparation and real time updates of your net worth statements to proactively identify opportunities to leverage current tax law strategies.

Free Up Time with Our Liaison Services

As your trusted liaison we bridge the gap between you and external professionals – all seamlessly coordinated for your benefit.

Wealth managers
Investment brokers
Bankers
Family offices
Attorneys
Tax preparers

Alleviate the Stress of Organizing Critical Financial & Legal Documents

Using AES-256 encryption we organize critical documents — contracts, agreements, wills, trusts, government issued IDs and insurance policies — so you can focus on what matters most to you.

5 Reasons Elizabeth's Clients Have Remained With Her For Decades.

1. Trusted Advisor

She goes beyond the numbers. Her personalized approach, active listening, and genuine care make her more than just a financial professional. She is a confidant, understanding your unique goals, fears, and aspirations.

2. Integrity

Her clients value her honesty, transparency, and ethical conduct. They know she will always act in their best interest, even if it means delivering tough news.

3. Peace of Mind

Her clients find comfort in knowing that their financial management is in her capable trusted hands. Less stress equals better health.

4. Results-Oriented

She’s not just about theories; she delivers tangible results. Whether it’s optimizing tax strategies, providing meaningful reports, or safeguarding assets, she’s committed to getting the job done. Her clients have seen firsthand how her expertise translates into financial gains and stability.

5. Proven track record

Her decades of successful collaboration speak volumes. Her clients describe her as knowledgeable, reliable & responsive, providing superior customer service.

Testimonials

“By suggesting we set up a Family Limited Partnership, Elizabeth helped reduce my parents’ taxable estate by $13M dollars.”

— Private Client

“When our company was considering a change of CPA firms we chose Elizabeth to be our trusted advisor. I’ve had the privilege of working with her for over twenty years, and I can confidently say that her expertise and unwavering support have been invaluable. She is reliable, knowledgeable and always responsive to questions (and we have had many!) addressing both business and personal financial situations. She has my highest recommendation!”

— Vin LicariLicari & Vitanza Associates, Inc.

“Elizabeth was recommended to us in 2011 by a highly respected colleague. We literally would not know what to do without her! She handles our complex personal tax filings in multiple states, as well as, business tax, payroll, and trust filings in New York. She tracks everything for us, interfacing with our investment advisors, real estate managers, and folks responsible for records of our myriad sources of income. She has kept us on schedule and up to date over these many years and is a pleasure to work with. She has been a real asset to our team of professional advisors.”

— Irving ScherRetired partner, Weil, Gotshal & Manges LLP

“In my capacity as Trustee/ Executor of a complex estate, and signatory on roughly 25 various business and trust bank/brokerage accounts, I have worked with Elizabeth for almost two decades in her capacity as CFO and Liaison. Elizabeth manages the budgets and cash flow for these various entities, handles all of the tax planning and compliance work, and is part of the estate and succession planning team. Through her stellar business acumen and long term strategic planning she is known for finding countless tax saving strategies for her clients. Her strong communication skills and unique 360 degree perspective makes her an important asset to any estate team. Elizabeth is knowledgeable, trustworthy, straightforward, and always responsive. She provides clear explanations and guidance. I look forward to working with Elizabeth for many years to come and am grateful to have her by my side and on my team!”

— Sally G. Sasso