Rothstein Kass Adds Wealth Management Expert To Team

Sep 16 2009 | 8:49am ET

Accounting and advisory firm Rothstein Kass has added wealth management expert Neil Tendler as a principal in the firm's Roseland, New Jersey office.

In his new role Tendler will provide tax consulting, income and estate tax planning, and federal state and local tax compliance services to the high-net-worth community, including hedge fund managers, business owners, executives, and athletes and entertainers.

Tendler joins Rothstein Kass from Wilmington Family Office, where he served as regional managing director responsible for the development of unified wealth management strategies. Before joining Wilmington Family Office, Tendler led a team of personal financial planning professionals in the New York office at Deutsche Bank Alex Brown.

"Neil's understanding of the spectrum of specialized tax matters affecting high-net-worth individuals and families has made him a trusted advisor to his clients and allowed him to adopt a cohesive approach to wealth management functions that is consistent with the values of the Rothstein Kass family office practice," said Rick Flynn, a principal in the family office group at Rothstein Kass.


In Depth

bfinance: Fees Falling Across Asset Classes, Yet Overall Investor Costs Still Climbing

May 16 2017 | 9:53pm ET

Despite unprecedented attention on fees, new research from investment consultancy...

Lifestyle

CFA Institute To Add Computer Science To Exam Curriculum

May 24 2017 | 9:25pm ET

Starting in 2019, financial industry executives sitting for the coveted Chartered...

Guest Contributor

Risk-Based Compliance: Why Oversight Of Outsourcing Is Critical

May 10 2017 | 7:02pm ET

Compliance is notoriously one of the trickiest middle office functions for funds...

 

From the current issue of