RubinGoldman was formed in 1997 when two friends – Andrew Rubin and Andy Goldman – realized that they could better serve their clients by utilizing a team-based, multidisciplinary approach to financial advice, involving other, highly qualified financial professionals.
Today, RubinGoldman serves some of America’s most affluent families, helping them understand their complex financial condition and building thoughtful processes to help them meet their goals. Discussions include issues related to liquidity, the effect of taxation, multi-generational wealth management, social legacy, and addressing financial needs as they relate to taxes, risk and the customers’ goals.
Business Succession Planning
For many families, a major asset may be a business, perhaps one that has thrived for several generations