Steven Etkind is an expert with years of experience advising business owners on investment and transaction structuring, both domestically and internationally. Working with several family office clients from his base in New York, Steven Etkind directs them on complex financial matters such as tax planning, employee compensation, and general transaction structuring.
A former member of the American Institute of Certified Public Accountants, Steven Etkind has built a reputation as a trusted financial advisor to business owners worth over hundreds of millions. He has also advised on the purchase and sale of businesses worth millions of dollars and has managed the replacement of litigators for family offices.
In working with family offices, Mr. Etkind oversees CFOs so that internal accountants can understand investment structure and allocate capital to the correct entities. Mr. Etkind's skills are also employed in explaining complicated tax and legal structures to both individuals and businesses so they can understand their risk assessment and investment types.