We believe our strategic differentiation is the interconnectivity of our various affiliates and professionals all working toward a common goal: client satisfaction.
Fairfield, NJ (PRWEB) February 23, 2016
Smolin, Lupin & Co., P.A. announced today that it has launched its rebranded family office services as Smolin Premier Lifestyle Services. An integral part of its already-established Wealth Advisory group, Smolin Premier Lifestyle Services is designed to adapt to the customized needs of clients—moving beyond the routine tax preparation and return services to more full-service offerings for families.
Smolin Premier Lifestyle Services includes financial services such as bookkeeping and bill payment, budget and cash flow management, tax planning and preparation, estate planning, charitable foundations and fundraising, monthly reporting and asset protection planning. By bringing together a variety of wealth advisors necessary to address the financial concerns of a household, this offering well positions the firm to effectively meet the needs of their clients and drive their best interests forward. In addition, the initiative supports Smolin’s strategy for growing a diverse suite of services to existing clients.
“As the need for these services continues to grow for customers, Smolin continues to evolve to meet those needs,” said Ted Byer, member of the firm and head of the Smolin Wealth Advisors and Premier Lifestyle Services groups. “No two engagements look the same, and we treat each customer on an individual basis, per their unique needs. We have the right team in place to support the moving parts associated with delivering these customizable solutions to our customers. We believe our strategic differentiation is the interconnectivity of our various affiliates and professionals all working toward a common goal: client satisfaction,” he added.
About Smolin Lupin
Since 1947, Smolin Lupin has dedicated itself to developing long-lasting client relationships. They provide professional financial and accounting services uniquely designed to meet the needs of each and every client. Personal attention and guidance has contributed to the widespread growth and success of this highly respected CPA firm. Smolin’s panel of wealth advisors and finance professionals include Certified Public Accountants, Certified Financial Planners, Personal Finance Specialists and Registered Investment Advisors. These individuals have the certification, experience and knowledge to manage wealth in order to allow clients to focus on optimal business growth. Smolin Lupin is an Independent Member of the BDO Alliance USA and is one of the NJBIZ Top 20 Public Accounting Firms in New Jersey.