Private Client Services

Kaplan Fox provides specialized services to clients seeking care and guidance in the areas of estate planning, planning for the care and management of older clients, wealth management, fine art and antique collection management and real estate related matters.

Our estate planning practice provides counseling to clients as their demands require. This ranges from strategic planning to minimize exposure to estate tax, to providing care and support to elderly relatives and family members on a continuing basis.

The real estate component of our practice has in-depth knowledge relating to the real estate industry including the sale, purchase, alteration/renovation, and leasing of condominiums, cooperatives, private residences, commercial properties and other types of real estate in New York and New Jersey.

We believe that one size does not fit all. Each client is unique and requires customized planning, followed by a detailed strategy designed to meet one’s needs. We also know that life often presents circumstances requiring plan modification. Understanding this, we provide on-going support to our clients, and are prepared to offer advice and best practice on how to adapt to changing circumstance.

Our complement of services allows our clients to consider us the central point of contact, being both accessible and knowledgeable, with the ability to provide support and guidance through planning, acquisition of assets, administration and real estate matters.

Whether a client’s needs are immediate or long term, strategic or situational, Kaplan Fox is experienced in providing a continuum of services required to meet the complex needs of one’s complete life cycle.