Citrin Cooperman has several divisions that allow us to better serve our clients and enhance our global reach.
Every day, we help our clients manage their wealth and insurance policies, comply with SEC regulations, navigate state and local tax laws, and do business across the globe.
Apexium Financial LP offers comprehensive financial planning, investment advisory, insurance, and risk management services to high net worth individuals, their families, and corporate clients. Our team of highly trained professionals have advanced certifications and degrees, including the CFP®, CFA, CIMA®, CPWA®, CPA, PFS, and J.D., representing an extensive level of education and experience.
Citrin Cooperman Alliance, LLC (CC Alliance) provides member accounting firms with access to the talent and resources of Citrin Cooperman. CC Alliance helps member firms grow their business by providing technical and non-technical support. CC Alliance delivers the resources of a mid-sized regional firm while letting you focus on your business goals and strategies.
CC Alliance member firms are separate and independent businesses and legal entities that are responsible for their own acts and omissions, and each are separate and independent from Citrin Cooperman & Company, LLP. CC Alliance is an affiliate of Citrin Cooperman & Company, LLP.
Citrin Cooperman India LLP (“CCI”), located on the west coast of India in Ahmedabad, Gujarat was formed to provide shared services for Citrin Cooperman & Company, LLP. Providing quality service to clients with the most efficient use of resources is always a challenge in today's professional world. CCI's mission is to provide outstanding professional support to all Citrin Cooperman offices throughout the year in the areas of accounting, auditing & attestation, tax preparation, valuation reports, litigation support, and other professional work.
Citrin Cooperman Wealth Management, LP (CCWM) offers clients in-depth and independent personal financial planning and fee-based investment advisory services. The team of in-house experts not only recommends financial, and investment strategies and solutions, but also works directly with a client’s legal and tax advisors to implement the plan and oversee ongoing administration.
Citrin Cooperman is an independent member firm of Moore Stephens North America (MSNA), which is itself a regional member of Moore Stephens International Limited (MSIL). All firms in MSNA are independent entities, owned and managed in each location. Our membership in MSNA and our association with MSIL, through our membership in MSNA, should not be construed as constituting or implying any partnership between the aforementioned parties and Citrin Cooperman. This global association consists of more than 360 independent accounting and consulting firms with nearly 650 offices in more than 100 countries. One call from Citrin Cooperman will put you in touch with knowledgeable professionals in the local market you are doing business in. To get started, please contact MSNA Liaison, Mark Fagan, by e-mail at firstname.lastname@example.org or by phone at (203) 847-4068.