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New York City Private Client Services

Over the past three decades, Holm & O’Hara LLP has represented many clients in New York City and the tristate area who require additional services from the firm which may include, but are not limited to, arranging for monthly bill payments, oversight or management of real property interests, fiduciary services, arrangement for third party medical and other personal service requirements.

We Provide

  • Fiduciary services. We offer full services of estate and trust administration and settlement.
  • Transactional. We coordinate various asset acquisition and asset sale transactions, including due diligence review, contract negotiation and execution, coordination with lenders for financing, satisfying closing requirements, preparation and execution of closing documents, and post-closing asset management.
  • Wealth Management. We liaise with investment professionals to oversee investment portfolios, risk analysis, asset allocation, diversification, cash flow analysis, and planning.
  • Tax. We liaise with tax and accounting professionals for tax return preparation and payments and tax planning and projections.
  • Property and Renovation Management. We coordinate property tax, liability insurance, utilities and maintenance needs and payments, lease preparation and analysis, and rent collection. We also serve as a local representative for US and international clients who require a local agent during a renovation project.
  • Family Office. We can coordinate bill payments, employee payroll, budget analysis, and cash flow management.
  • Temporary Household Management. We can coordinate and facilitate interim private home health care professionals, chefs, and other staff to provide a level of privacy, service, and discretion required by the circumstances.
  • Wealth Transfer. We advise on tax strategies and business planning to transfer wealth to the next generation.
  • Estate Planning. We offer a full suite of estate planning services, including preparation of wills, trusts, and advance directives (living will, health care proxy, power of attorney).
  • Charitable. We advise on strategies for charitable giving, tax planning, private foundation formation and management.

Get in touch

Contact Us

Call the main office at
(212) 686-2280

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We vigorously represent our business, individual, and estate clients in a wide range of legal actions, whether they are the plaintiffs or the respondents

The attorneys in our labor practice collaborate closely with our union clients, their business managers and members in a broad spectrum of areas

Holm & O’Hara LLP’s Trusts & Estates practice is dedicated to crafting effective estate plans that honor your wishes and safeguard your assets

Holm & O’Hara LLP’s attorneys have decades of experience representing purchasers, sellers, and borrowers in commercial and residential real estate matters