Service Area and Location

The Firm maintains a strong local and regional base, while operating on a national and international level. Its principle offices are in Garden City, New York and Palm City, Florida and it has available facilities in New York City.


It has provided services to a broad spectrum of individual and business clients, including many major banks, an international integrated oil company, a national gas company, a major religious denomination,  national manufacturers and distributors, an educational institution, health care entities, several hospitals, retailers, and construction, legal, accounting, engineering, architectural, real estate, management, national franchise, securities and professional service entities.

It has a considerable and wide array of small businesses, high net worth and many other individuals’ clients as part of its base, for whom it provides many of its planning, corporate, business and tax services.  Often, the high net worth business client is coupled with representation of the business as well.

Clients Industry, Services

Its representation includes a large base of Industries and Services as well as Individual Clients.

Banking (commercial and savings), oil and gas, heating, ventilating and air conditioning, heavy and building and heavy construction, engineering, automotive, computer, technology, healthcare, aerospace, steel, electronic, oil country tubular, machine tool, industrial pumps, defense, plastics, chemicals, wallpaper, lumber, publishing, garment, printing, trucking, textile, waste, real estate development, food, drug and general retail chains, milk products, leisure, soft drink, and music composition and instruments.

Service and Other
Educational, legal, accounting, hospital, healthcare, engineering, architectural, graphics, personnel, management consulting, investigatory, credit reporting, real estate management, inspections & maintenance, environmental, pension, administrative & actuary, insurance, computer & systems, religious, charitable & social, food service, venture capital, franchising, securities brokerage, proxy solicitation, corporate literature and direct mail marketing.

Its individual clients include a broad cross-section of people, including senior executives of Fortune 500 companies and numerous other professionals, accountants, attorneys, insurance-investment advisors, bankers and individuals, for whom it provides Planning, Taxation, Business Succession, Estate and Trust Administration, Elder Care, Real Estate, Executive Compensation and other Business Services.