At Holsinger P.C., we provide personalized care and expertise to manage your financial matters with precision. Serving high-net-worth individuals and families, we handle accounts, trusts, holdings, and more with strict organization and compliance. Clients in Pittsburgh and beyond rely on us for tailored solutions, whether navigating complex tax and estate plans, diverse portfolios, or intricate business structures. Our professionals simplify personal finance management for domestic and international clients, ensuring your finances remain organized, compliant, and secure.
It is important that you have a complete picture of your business and personal finances and that this knowledge does not reside with only one family member. For more than 40 years, our team of professionals have worked with high-net-worth individuals to ensure that they have accurate reporting and detailed information about their accounts, trusts, and investments. This information resides with us, backed up and protected in our secure cloud environment, so that it cannot be destroyed, lost, or stolen. In addition, this provides families peace of mind in the event of an untimely passing or disability. Holsinger is able to keep the family finances moving, answer questions, provide documents, and assist the family in transitioning responsibilities.
In addition to organizing reporting for your personal finance, we can also help with the general tasks that you need to complete to ensure your financial health. Whether your net worth exceeds $20 million or you are on the path to significant wealth, our lifestyle management services are a great way to ensure all necessary payments are made and tracked. Our professionals will act on your behalf to ensure that your financial life is organized, on time, up-to-date, and accessible. Our Lifestye Management Services include:
It is important that you have a complete picture of your business and personal finances and that this knowledge does not reside with only one family member. For more than 40 years, our team of professionals have worked with high-net-worth individuals to ensure that they have accurate reporting and detailed information about their accounts, trusts, and investments. This information resides with us, backed up and protected in our secure cloud environment, so that it cannot be destroyed, lost, or stolen. In addition, this provides families peace of mind in the event of an untimely passing or disability. Holsinger is able to keep the family finances moving, answer questions, provide documents, and assist the family in transitioning responsibilities.
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