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Addressing the Unique Needs of Affluent Families and Individuals

WithumPlatinumTM offers you and your family highly-customized services to fit your multi-faceted and perhaps multi-generational needs, giving you the peace of mind that your matters will be handled with the utmost care and discretion. These services falling into the family office and consulting categories are tailored to personal need and offered by experts in a variety of areas to maximize your planning opportunities. Household administration and management of family financial affairs are not only time consuming, but complicated. Our family office services including bill paying, bank reconciliations, payroll, personal financial statements and expense reporting in a timely, professional manner so you and your family can focus on other matters. We also have a full range of consulting and advisory services to meet your personal and closely-held business needs. WithumPlatinumTM offers the following Private Client Services: family office services; estate & trust planning; cybersecurity, privacy, and identity protection; wealth management; insurance advisory; charitable planning; special needs planning; and private business advisory.

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