Citrin Cooperman Wealth Management, LP Employee Directory

Financial ServicesNew York, United States11-50 Employees

Citrin Cooperman Wealth Management, LP (CCWM) operates within the financial services sector as a boutique, multi-family office offering comprehensive personal financial planning and independent, fee-based investment advisory services. Its approach centers on coordinating a client’s financial, estate, and investment strategies while leading a team of legal, tax, and other advisors to implement and administer the plan, effectively acting as a family financial advisor for clients. The firm emphasizes services beyond transactions, focusing on long-term relationships through estate and trust administration, taxation, cash management, bill paying, and moderating family meetings and retreats under one roof in collaboration with Citrin Cooperman & Company, LLP. Based in New York City, CCWM positions itself to serve individuals and families seeking integrated financial, tax, and related advisory services in a personalized, family-focused setting. A recent development noted is its invitation to join a mailing list for trends and updates, indicating ongoing engagement with clients and prospects.

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