The 30 Best Family business strategic planning in New York City, New York

Harter Secrest & Emery LLP is a prestigious full-service law firm located in Rochester, New York, with additional offices in Buffalo, Albany, Corning, and New York City. Established in 1894, the firm offers comprehensive legal services to a diverse range of clients, from individuals and family-owned businesses to Fortune 100 companies and major regional institutions. The firm's team of industry insiders provides strategic counseling to the higher education sector, helping to develop innovative solutions to the challenges presented by the rapidly-changing forces impacting education. Harter Secrest & Emery LLP is known for its expertise in data breach response, discrimination and harassment prevention, and real estate law.

Thomas Charles is a reputable law firm located at 105 Jordan Road in Troy, New York. Our team of experienced lawyers is dedicated to providing high-quality legal services to our clients in the United States. We specialize in various areas of law, including personal injury, criminal defense, family law, and more. At Thomas Charles, we are committed to representing our clients with integrity, professionalism, and compassion. Contact us today to schedule a consultation and discuss your legal needs.

DiGiorgio Law Firm, PLLC, located at 258 Genesee Street in Utica, New York, is a trusted institution specializing in Estate Planning, Trust and Estate Administration, Elder Law, Medicaid and Special Needs Planning. Our experienced attorneys work closely with individual clients, families, and family-owned businesses to develop strategic plans for future care and finances. We assist with beneficiary designations, advocate for seniors' housing and social needs, guide Executors and Trustees through the court system, provide tax advice, and help individuals qualify for Medicaid Benefits. Additionally, we offer Tax Planning and Business Planning services to help minimize transfer taxes and protect businesses. At DiGiorgio Law Firm, PLLC, we prioritize building strong client relationships and connections within our community. Contact us at (315) 732-3155 or pdigiorgio@digiorgiolaw.com for personalized legal services tailored to your needs.

Prime Law Firm is a prestigious legal institution located at 3050 Whitestone Expressway in New York, United States. With a team of experienced and dedicated attorneys, Prime Law Firm specializes in providing top-notch legal services in various practice areas including corporate law, real estate law, family law, and more. Clients can expect personalized attention, strategic legal advice, and effective representation to achieve the best possible outcomes for their legal matters. Trust Prime Law Firm to handle your legal needs with professionalism and expertise.

Calhoun & Lawrence, LLP is a reputable law firm located at 81 Main Street in White Plains, New York. With a team of experienced attorneys, they specialize in a wide range of legal services including corporate law, real estate law, family law, and more. Known for their dedication to providing personalized and strategic legal solutions, Calhoun & Lawrence, LLP is committed to achieving the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust the professionals at Calhoun & Lawrence, LLP to provide expert advice and representation.

Rodman & Campbell PC-Attorneys is a prestigious law firm located at 1428 East Gun Hill Road in New York, United States. Specializing in various areas of law, their team of experienced attorneys is dedicated to providing high-quality legal services to their clients. Whether you are in need of legal representation for a personal injury case, a criminal defense matter, or assistance with estate planning, Rodman & Campbell PC-Attorneys is committed to advocating for your rights and achieving the best possible outcome for your legal needs. With a strong reputation for success and a client-focused approach, this law firm is a trusted choice for individuals seeking expert legal counsel in New York.

Almeida Law, P.C. is a reputable law firm based in New York, New York, United States. With a team of experienced attorneys, Almeida Law, P.C. provides top-notch legal services in various practice areas including corporate law, real estate law, family law, and more. Clients can expect personalized attention, strategic legal advice, and effective representation from the dedicated professionals at Almeida Law, P.C. Whether you are facing a complex legal issue or need assistance with a simple matter, Almeida Law, P.C. is committed to helping you achieve the best possible outcome. Contact them today to schedule a consultation.

Located in Queens, New York, the Shim Law Group is a boutique law firm that specializes in family law, personal injury, real estate, immigration, and civil litigation. With a focus on providing targeted guidance and expertise, we aim to help our clients navigate through their legal concerns effectively. Our commitment to exceptional service, integrity, and client satisfaction sets us apart in the legal field. We understand that each client's situation is unique, and we strive to provide personalized legal advice tailored to their specific needs and goals. Whether you require assistance with family visas, deportation defense, motor vehicle accidents, property transactions, or any other legal matter, our dedicated team is here to strategize a custom plan and take decisive action for your success. Contact us today to begin your journey to resolution with the Shim Law Group.

Mahon, Mahon, Kerins & O'Brien, LLC is a reputable law firm located at 254 Nassau Boulevard in Garden City, New York. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses in the United States. Specializing in areas such as personal injury, real estate, estate planning, and business law, the firm is dedicated to providing high-quality legal representation and personalized attention to each client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Mahon, Mahon, Kerins & O'Brien, LLC is committed to helping you navigate the legal process with expertise and professionalism.

The Law Offices of Noah Goldstein PC is a reputable legal institution located at 71 South Central Avenue in Valley Stream, New York, United States. Led by experienced attorney Noah Goldstein, the firm provides expert legal services in various areas of law including criminal defense, personal injury, family law, and real estate. With a commitment to excellence and a track record of success, clients can trust that their legal matters will be handled with professionalism and care at The Law Offices of Noah Goldstein PC.

The Law Office of Ryan Nasim, PLLC is located at 350 Old Country Road, Garden City, New York, United States. We understand that legal matters can be overwhelming, which is why we are committed to providing you with clear and understandable assistance. If you are unsure about your options, feel free to ask, and we will ensure you have a thorough explanation that suits your needs. Our first priority is to collaborate with you to develop a plan that will lead to the results you desire. By combining our legal expertise with your unique circumstances, we will create a tailored path to success.

Gene Rosen's Law Firm is a prestigious legal institution located at 200 Garden City Plaza in Garden City, New York. With a reputation for excellence and a track record of success, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Specializing in a variety of practice areas including personal injury, criminal defense, family law, and more, we are committed to advocating for our clients and achieving the best possible outcomes for their cases. Contact us today to schedule a consultation and see how Gene Rosen's Law Firm can help you with your legal needs.

The Law Office of Jason Tenenbaum, P.C. is a reputable legal firm located at 35 Pinelawn Road in Melville, New York. With a focus on providing expert legal representation and personalized service, our team is dedicated to helping clients navigate complex legal matters with confidence and ease. Specializing in a variety of practice areas, including personal injury, family law, and real estate, our experienced attorneys are committed to achieving the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

MCC Financial Services Inc is a leading finance institution located at 100 Metropolitan Park Drive in Salina, New York, United States. With a strong reputation for providing top-notch financial services, MCC Financial Services Inc offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment planning to wealth management, their team of experts is dedicated to helping clients achieve their financial goals. Visit MCC Financial Services Inc today and experience the difference that personalized, professional financial services can make.

The Brown - Moore Group at Morgan Stanley is a leading financial institution located at 250 South Clinton Street in Syracuse, New York. Our team of dedicated professionals provides personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, we strive to deliver comprehensive solutions tailored to each individual's unique needs. Trust in The Brown - Moore Group at Morgan Stanley for expert guidance and support in navigating the complexities of the financial world.

J W Burns & Company Investment Counsel is a renowned finance institution located at 5789 Widewaters Parkway in Syracuse, New York, United States. With a strong reputation for providing expert investment counsel and personalized financial services, J W Burns & Company is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers tailored investment strategies and comprehensive financial planning to individuals, families, and businesses. Trustworthy and reliable, J W Burns & Company Investment Counsel is committed to delivering exceptional service and results for their clients.

Merrill Lynch Financial Advisor Michael McGill, located at 102 Business Park Drive in Utica, New York, offers personalized wealth management strategies tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Michael McGill can help you create a flexible financial plan designed to navigate changing market conditions. Through the Merrill Personal Wealth Analysis™ process, you can work together to build a personalized plan centered on your unique goals and aspirations. By getting to know you and your family, Michael McGill can provide advice and guidance on a range of financial matters, from retirement planning to wealth transfer and beyond. With a focus on understanding your investing preferences and goals, Michael McGill can help you pursue what matters most to you. Regular check-ins and adjustments ensure that your financial approach stays aligned with your evolving needs and priorities. As a Merrill Lynch Wealth Management Advisor, Michael McGill is dedicated to helping you achieve your financial goals and build a customized investment approach that addresses your specific needs. Contact Michael McGill to start designing a financial plan that reflects your personality and helps you live your best financial life.

Real Team Consulting is a leading finance institution located at 2343 Broadway in Buffalo, New York, United States. With a team of experienced financial experts, we provide a wide range of consulting services to help individuals and businesses achieve their financial goals. From investment planning to risk management, our dedicated team is committed to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth or secure your financial future, Real Team Consulting is here to help you every step of the way.

Thomas Youngman - Alliance Advisory Group is a renowned finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York. With a team of experienced professionals, they provide expert financial advice and insurance solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Thomas Youngman - Alliance Advisory Group is dedicated to providing personalized and comprehensive services to meet your specific needs. Visit their office today to start planning for a secure financial future.

Ocean Wealth Group is a leading finance institution located at 5550 Main Street in Williamsville, New York, United States. Specializing in wealth management and financial planning, our expert team is dedicated to helping individuals and businesses achieve their financial goals. With a focus on ocean-themed sustainability and growth, we offer personalized services tailored to each client's unique needs. Trust Ocean Wealth Group to navigate the complex waters of finance and secure a prosperous future for you and your loved ones.

Phillips Lytle LLP is a prestigious law firm located at 125 Main Street in Buffalo, New York, United States. The firm embodies "The Phillips Lytle Way" which is their culture, commitment, and credo. They approach sophisticated legal matters efficiently and creatively, going above and beyond for their clients. Their team of talented lawyers offers extensive experience in a wide range of practice areas, providing bespoke services rooted in deep industry knowledge. Phillips Lytle promotes diversity, equity, and inclusion in the legal profession and within their firm, valuing the unique perspectives and experiences of every colleague. The firm is known for its world-class talent, delivering ultra-responsive service and absolute subject matter expertise. They have strong relationships and partnerships with outside organizations, allowing them to navigate complex legal issues with ease.

Wealth Optimization Network, LLC is a finance institution located in Buffalo, New York, United States. Our team of experts is dedicated to helping individuals and businesses optimize their wealth through strategic financial planning and investment management. With a focus on personalized solutions and client satisfaction, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you maximize your wealth.

Boyd Capital Management, located at 30 West Broad Street in Rochester, New York, is a finance institution dedicated to helping clients invest confidently. With a focus on education, intention, and implementation, our team of Financial Advisors puts clients' best interests first. Our wealth management and financial planning services cater to individuals of all backgrounds and ages, ensuring that each financial plan is unique and tailored to meet personal goals. Whether you are a seasoned investor or just starting out, our investment advisory services are designed to align your strategy with your specific objectives. From college savings strategies to tax-efficient investment solutions, Boyd Capital provides a comprehensive range of services to benefit individuals and entrepreneurs alike.

Generation Capital Management LLC is a finance institution located at 400 Andrews Street in Rochester, New York. Our team of experienced professionals is dedicated to providing comprehensive investment management and financial planning services to our clients. With a focus on building long-term relationships and delivering personalized solutions, we strive to help individuals and businesses achieve their financial goals. Contact us today to learn more about how Generation Capital Management LLC can help you secure your financial future.

Allied Financial Partners is a leading accounting and finance institution located at 150 State Street in Rochester, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including tax planning, accounting, auditing, and financial consulting. Our goal is to help individuals and businesses achieve their financial goals through personalized and strategic financial solutions. Contact us today to learn more about how we can help you navigate the complex world of finance.

Impact Financial Planners is a reputable finance institution located at 140-A Metro Park in Rochester, New York, United States. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic planning. Whether you are looking to invest, save for retirement, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Impact Financial Planners to make a positive impact on your financial future.

Laurie Turney, Financial Advisor is a reputable finance institution located at 1387 Fairport Road in Fairport, New York, United States. With years of experience in the financial industry, Laurie Turney offers expert financial advice and guidance to help clients achieve their goals. Whether you are looking to invest, save for retirement, or plan for the future, Laurie Turney is dedicated to providing personalized and comprehensive financial solutions. Visit us today to start planning for a secure financial future.

Leadership Logic, LLC is a dynamic institution located at 60 Saginaw Drive in Rochester, New York, United States. Founded by sisters Jeanne Allen and Sarah Marché, who bring a deep understanding of dedication and hard work from their family-owned farm background. Specializing in corporate training and development, Leadership Logic offers New York State approved anti-sexual harassment training and works closely with clients to define goals, improve performance, and implement customized solutions for long-lasting results. With a focus on creating strong teams, revolutionizing organizational culture, and defining strategic direction, Leadership Logic helps companies stay ahead of the competition. Their 6-step process is tailored to each organization, addressing business structure, team alignment, and overcoming obstacles to success. Choose Leadership Logic to elevate your company and equip your team with the tools for future challenges.

The Pelican Bay Group Wealth Management - Morgan Stanley is a premier finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. Our team of dedicated professionals is committed to providing top-notch wealth management services to our clients. With a focus on personalized financial planning and investment strategies, we strive to help individuals and businesses achieve their financial goals. Trust in the expertise of The Pelican Bay Group Wealth Management - Morgan Stanley for all your financial needs.

Jacqueline Thomas - Lacy Katzen LLP is a prestigious law firm located at 600 Bausch and Lomb Place in Rochester, New York, United States. Jacqueline Thomas is a Partner and the Chair of the Personal Injury and Medical Malpractice Litigation Group at the firm. With over 25 years of experience as a trial attorney, Jacqueline specializes in personal injury civil litigation, including cases related to medical malpractice, surgical errors, birth injuries, nursing home negligence, motor vehicle accidents, wrongful death, and more. She is also well-versed in insurance coverage litigation and has received numerous accolades for her legal expertise. Jacqueline was named the 2022 "Lawyer of the Year" for Plaintiff's Medical Malpractice Law by Best Lawyers® and has been consistently recognized by both Best Lawyers and Super Lawyers since 2018. She holds a BV Distinguished Attorney rating from Martindale-Hubbell and has received a rating of "Superb" from AVVO. Jacqueline is known for her professionalism, integrity, and commitment to her clients, as evidenced by the glowing testimonials she has received.