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Schulman Lobel icon
INDUSTRIES

FAMILY BUSINESSES

OUR BUSINESS IS GROWING YOURS

You wouldn’t trust just anyone with your family business affairs

The challenges facing family-owned and operated businesses are different than those of other companies. Schulman Lobel knows how to help family business owners deal with their unique financial and management issues. We work with family businesses on asset protection, succession planning and charitable endeavours. We offer advisory services, tax compliance, and provide back-office support or on-site assistance with your in-house team.

Schulman Lobel knows the invaluable price of family, and your trusted advisors are here to navigate with you at every level of business.

    Our scope of services include:

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    Back office support

    Charitable giving strategies

    Estate planning and gift planning

    Family limited partnerships

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    Long-term strategic tax planning

    Succession planning

    Tax planning and preparation

    Transit planning

    Contacts:

    New York Office

    New York Office

    Partner

    Andrew Blackman

    CPA/PFS/CFF,CFP®,MBA

    (212) 768-0495

    New Jersey Office

    New Jersey Office

    Principal

    Vincent Capadonno

    CPA

    (908) 348-5067

    New Jersey Office

    New Jersey Office

    Partner

    Steven Poliseo

    CPA

    (908) 348-5063

    New York Office

    New York Office

    Principal

    Jennifer Prosperino

    CPA/PFS

    (646) 893-7366

    New York Office

    New York Office

    Managing Partner

    Norm Schulman

    CPA, CGMA

    (212) 768-1037

    New Jersey Office

    New Jersey Office

    Partner

    Rene Verghese

    CPA

    (908) 348-5061