Warren Bergstein

Adelman Katz & Mond LLP
(212) 382-0404

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Warren Bergstein is a partner at Adelman Katz & Mond LLP. Warren has more than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning, and accounting, giving him an extraordinarily deep understanding of personal finance. His clients, who include primarily high-net-worth individuals, entrepreneurs, and sole proprietors, benefit from his particular expertise in tax law and its applications and implications for individuals.

About Us: AKM clients rely on the firm as their most trusted business advisor. They assist their clients with a wide range of financial and tax planning strategies. From wealth-preserving trusts (GRAT, CRAT, CRUT, etc.) and comprehensive portfolio review, to specialty compliance for multi-state and multi-national investors (FIRPTA, FATCA, etc.), to everyday bill payment and multi-family office services, AKM provides strategies and tactics to make life easier.