Steve Goodman

We help affluent business owners and investors in New York save 50% or more of their tax bill using the same strategies that Jeff Bezos and Mark Zuckerberg have access to via their Private Family Offices. Mr. Goodman is the author of the book, "Business Succession Planning: A Guide To Transfers, Sales, Family Harmony, And Minimizing Litigation," and has been featured in such publications as the New York Times. He is also part of an exclusive group of investors that includes Brian Finn, retired Chairman, and CEO of Asset Management Finance Corp and Senior Advisor to Credit Suisse.