Yisroel Grossman serves as the President of Penstrat Holdings LLC, where he leverages over four decades of experience in the intricate fields of estate planning, pension design, and tax optimization. Based in New York City, Yisroel specializes in crafting tailored pension plans that not only...
Yisroel Grossman serves as the President of Penstrat Holdings LLC, where he leverages over four decades of experience in the intricate fields of estate planning, pension design, and tax optimization. Based in New York City, Yisroel specializes in crafting tailored pension plans that not only enhance corporate financial health but also yield significant income and estate tax reductions. His deep understanding of tax law, honed during his tenure with the IRS, empowers him to navigate the complexities of retirement planning with precision and foresight.
At Pension Trust Solutions, Yisroel is at the forefront of innovative financial strategies, guiding both individuals and corporations in maximizing their retirement investments through sophisticated trust structures and annuities. His leadership is characterized by a commitment to exceptional customer service, ensuring that clients receive personalized solutions that align with their unique financial goals.
Key projects under his direction include the development of comprehensive retirement plans for Fortune 500 companies and the establishment of estate plans that safeguard family wealth across generations. Yisroel's strategic planning and negotiation skills have been instrumental in fostering long-term relationships with clients, while his public speaking engagements reflect his dedication to educating others about the importance of proactive financial management. As a thought leader in the pension and estate planning industry, Yisroel Grossman continues to set benchmarks for excellence, driving innovation and delivering value to his clients at every turn.
