Our perspective creates new opportunities.
Established in 1980, Toplitzky&Co is the independent, strategic financial partner for high net worth individuals, business owners and executives.
We are CPAs specializing in multi-family office, business management and tax planning and compliance. Having forged life-long and high value partnerships with our clients, we often serve as trustees of their family trusts and as officers and directors of their businesses, private investments, and charitable foundations.
From over forty years of service we know that wealth is created from opportunities forged out of effort, discipline and creativity.
Over-performance is
its own reward.
We thrive on the challenge that each of our clients has a unique puzzle to solve.
Insights
Learn more about our perspectives in our newsletter The Rundown.
Seneca
A custom technology and analytical framework we use to aggregate our clients’ financial data and reveal the opportunities and gaps we exploit.
We’d love to hear from you.
“Be like the cliff against which the waves continually break; but it stands firm and tames the fury of the water around it.”
— Marcus Aurelius