Cindy Ostrager serves as a Partner in the Private Client Services division at CohnReznick LLP, where she leverages her extensive expertise in tax planning to cater to the unique needs of Ultra High Net Worth (UHNW) clients across diverse industries, including financial services, private equity,...
Cindy Ostrager serves as a Partner in the Private Client Services division at CohnReznick LLP, where she leverages her extensive expertise in tax planning to cater to the unique needs of Ultra High Net Worth (UHNW) clients across diverse industries, including financial services, private equity, banking, entertainment, industrial sectors, fashion, and marketing. With a commitment to holistic financial health, Cindy and her team focus on developing personalized income tax strategies that not only comply with tax regulations but also align with the broader financial goals of their clients.
Cindy's role involves navigating the complexities of tax return compliance for high net worth families, ensuring that every aspect of their financial situation is meticulously addressed. This includes managing partnerships, trusts, and various income tax obligations, which are critical for preserving wealth and optimizing tax efficiency. Her approach emphasizes building strong client relationships, characterized by trust and open communication, which allows her to provide tailored advice that reflects each client's unique circumstances.
In addition to her technical skills in wealth management, estate planning, and personal income tax returns, Cindy is adept at identifying opportunities for tax savings and strategic investments. Her proactive stance on tax planning enables her clients to make informed decisions that enhance their financial well-being. As a thought leader in the field, Cindy remains dedicated to staying abreast of evolving tax laws and industry trends, ensuring that her clients benefit from the most current and effective strategies available. Through her leadership at CohnReznick, Cindy Ostrager exemplifies a commitment to excellence in serving the intricate needs of high net worth individuals and families.
