Kevin Matz & Associates PLLC assists high net-worth individuals and families with the accumulation, management, and transfer of personal wealth. We have extensive experience in the legal representation of real estate entrepreneurs, managers of private investment funds, and professional athletes, among others. We also advise the financial institutions that serve these clients in a fiduciary capacity.
Our services, which are heavily tax-oriented, include management and succession planning for closely-held businesses; domestic and international tax planning; estate planning and transfer of wealth; estate administration; compensation and retirement planning; fiduciary litigation; and a wide range of services to fiduciaries and charitable organizations. We also prepare tax returns for various entities, as well as for individuals. Our level of responsiveness and out-of-the-box creativity in responding to client needs and in problem-solving is unsurpassed, and we pride ourselves on our 24/7 availability to our clients.