U.S. Domestic and International Estate and Tax Planning Strategies for Private Clients

With success, life’s goals, challenges, and strategies change.

A lot of responsibility comes with success.

We know.

We help people like you: high net worth, with responsibilities to match.

Your family, clients, investors, and employees—they’re all relying on the decisions you make today.

Choosing us could be the best decision you ever made.

How We Serve You

Guided by your life goals and aspirations, we provide comprehensive strategies for U.S. domestic and international estate planning, transfer and income tax minimization, expatriation planning, audit defense, asset protection, charitable giving, tax planning for dispositions of privately held businesses, probate litigation, and related matters exclusively to successful individuals, families, and businesses.


Wealth planning and business strategy

Federal, state, and local income tax

Inheritance, estate, and gift tax

Domestic & international trusts and wills

Domestic & international asset protection

International assets taxation and law

Meet Michael Ben-Jacob

For more than twenty-five years, Michael Ben-Jacob has advised high-net-worth individuals and their families, family offices, and closely-held businesses on a wide array of strategic planning issues.

Today, his practice continues to achieve success with a focus on long-term results.

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Contact Us

If you are seeking expert strategic advice, please give us a call.

290 Ackertown Road
Chestnut Ridge,
New York 10952

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