Accountants and Consultants
Many individuals and families have a variety of advisors – attorneys, accountants, investment managers, insurance professionals, and private bankers – but may lack coordinated expertise on their behalf. Although separately the advisors act in the best interests of their clients, the complexity of family affairs may sometimes cause divergent agendas and unnecessary conflict among managers and advisors – and affect your true financial objectives.
J. Masucci & Company has designed our own unique approach to delivering complete Family Office solutions. Our Family Office solutions are a combination of traditional and innovative services and technologies built to address the complex nature and lifestyle of high net-worth families and individuals. This approach, combined with our in house network of renowned specialists, can help you identify, develop, implement and maintain the best possible wealth management solutions to help you gain and maintain financial control of your personal and professional life.
Our J. Masucci & Company Family Office team will provide the coordination and oversight to manage all of your financial relationships, while maintaining the big picture perspective of your personal and business goals. Our team has focused industry experience you can rely upon to ensure your affairs are managed seamlessly, appropriately, and precisely in accordance with your intentions. Whether you need strategic financial planning or simply need help with payroll and accounting – we can help.
“John is the best. After working with John the first time I was sold on his knowledge and ability to get things done. I was very impressed with his ability to simplify business issues so that everyone in the room can understand a problem. If you are looking for a professional that will demonstrate a high level of integrity John is the man you want to hire.”
“I've known John for about eight years now. Rarely do I find a CFO who is just as talented as the executive of a Family Office, but John has a solid understanding of family office dynamics, not only the interpersonal part, but also the tax and estate planning that goes with it. He's great at finding practical solutions to complex problems.”
“John has the most agile mind of any CFO I have encountered in my 23 years of providing Benefit Advisory services to businesses. He always grasped new concepts quickly and thoroughly, and was able to take those concepts even further through his own deep financial knowledge and innovation. His stewardship of his client’s benefit programs resulted in close to 1 million dollars in savings over 5 years and a very happy and appreciative workforce that recognized the value of their benefit package- allowing the client to retain and recruit valuable employees. He is a rising star.”
“John is extremely detailed and professional. His commitment and dedication to excellence is first rate. His personality is such that working with him is very easy. Every service he has provided was like he was doing it for himself. He stays on top of all requirements and is always dependable and reachable. I wouldn't use anyone else.”
“John has a tremendous grasp of both domestic and international business. His strengths include great problem solving and organizational development while initiating positive customer/company interactions. He's a team player that can both motivate staff and communicate effectively with all corporate levels. I highly recommend John!”
“John is certainly an expert in financial management. Very resourceful, energetic, helpful, while managing loads of tasks super neatly. Was amazed by his handling of setting-up of international accounting/legal pipeline, and external/internal relationships.”