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May 15, 2023

New York, NY – The Unger Company: A Great Resource for a Family Office

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The Unger Company has five decades of experience working in tandem with the best attorneys, accountants and asset managers in crafting outstanding estate plans for high net worth and ultra-high net worth clients. Historically, a large percentage of our business has been done in the Northeast. But given the changes in technology, we have spread beyond the Mid-Atlantic and Northeast states and are excited at the prospect of working with across the country. We look forward to sharing our knowledge with you.

Building trust is something we have in common. Our clients are wealthy families who need care and might be vulnerable to salespeople who would take advantage of them. The Unger Company has built a sterling reputation, in part, because we are incredibly sensitive to building that trust with our clients. We take enormous pride in not violating that ethical position to win business. Our interest is not to achieve a short-term gain but to look to developing a multi-generational relationship with a family office that spans many, many years.

The Unger Company was founded in 1974 by Harold Unger to provide high net worth clients with optimal solutions for estate tax problems. Our expertise and experience are there to serve you and your estate planning team. Contact us through our website or call us at 212-755-4777 to learn what we can do for you.

Directions: https://goo.gl/maps/GaiVqoLUXoxczU7s9

Harold Unger LinkedIn: https://www.linkedin.com/in/harold-m-unger-9453aa73/

The Unger Company Ltd. LinkedIn: https://www.linkedin.com/company/93617123/


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