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Succession Planning in New York City
Planning for continuity, preserving your legacy, and sustaining your core values in a city that never slows down.
From Wall Street to startup hubs in Brooklyn, succession planning in New York City ensures your organization is equipped to thrive across generations.
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Succession Planning
At Presti & Naegele, we empower individuals and businesses through expert advisory services. With personalized guidance, we build enduring partnerships and contribute to sustained success.
In the fast-paced environment of business and family-owned enterprises, succession planning in New York City plays a vital role in securing leadership continuity, protecting legacies, and maintaining foundational values.
At Presti & Naegele, we understand that effective succession planning is more than a simple leadership transition—it’s a strategic and forward-thinking process tailored to handle complex shifts with clarity and intent. In a city like New York, where diverse industries and multigenerational businesses thrive, having a clear path forward is essential.
For family-owned enterprises, the transition from one generation to the next demands specialized expertise.
We take a comprehensive, tailored approach to succession planning for New York City organizations and family-run businesses by first gaining a deep understanding of your structure, goals, and internal relationships.
Working directly with all involved stakeholders, we go beyond the leadership handoff. Our strategy incorporates long-term viability, considers family relationships, and focuses on wealth protection strategies that are built to last.
Our professionals specialize in navigating the intricacies of family-operated businesses, encouraging honest dialogue and proactively managing potential roadblocks. From defining leadership roles to handling ownership interests, we help New York City families move through generational changes while prioritizing legacy and unity.
We also partner with your legal and financial teams to create cohesive, well-structured plans that cover tax strategy, asset management, and generational wealth protection—all with your long-term goals in mind.
Choosing Presti & Naegele for succession planning means opting for a personalized, holistic, and strategic approach.
If you're an entrepreneur, senior executive, or part of a family enterprise, we’re here to help you through this pivotal chapter. Succession planning in New York City is more than preparing for change—it’s about shaping the future with intention. At Presti & Naegele, we're here to ensure your legacy continues with purpose and stability. Reach out today to begin a planning process built on trust, insight, and a long-term vision for success.
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Our firm consists of an extensive team of highly specialized professionals that are intimately familiar with the industries they work in and the customers they serve.
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Discover the transformative experiences shared by our satisfied clients. In their own words, they highlight the impact of Presti & Naegele's expert tax services, client accounting precision, and strategic guidance on their financial success. Read our reviews to gain insights into the personalized and enduring partnerships we've forged.
I have had my business for more than 10 years and struggled through several *truly awful* accountants. I found Presti & Naegele about 5 years ago and have never looked back. They are a life-changing breath of fresh air and they will be my accountants for as long as I live.
Andy and the whole Presti Naegele team have been game changers as accountants for our business. My previous accountant was very hands-off and not accessible. Andy and his team are always available, willing and able to roll up their sleeves no matter what we throw at them. Highly recommend - do NOT hesitate to work with them!
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