CONTACT INFORMATION:
Manhattan Location
225 W35th St, 5th FL New York, NY 10001
Phone:
(212) 736-0055
Stamford Location
350 Bedford St, Ste 303 Stamford, CT 06902
Phone: (203) 356-1061
Long Island Location
487 Jericho Turnpike, Syosset, NY 11791
Phone: (212) 736-0055
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225 W 35th St, 5th FL., NY 10001
— Advisory Services
Our Asset Protection Services in Chicago are tailored to help safeguard your assets against risk while supporting long-term financial growth. Whether you're a business owner in the Loop or managing property investments in Lincoln Park, we offer strategic support that fits Chicago’s dynamic and diverse economic environment.
OUR SERVICE
P&N's
At Presti & Naegele, we work with clients throughout Chicago to deliver insightful, personalized advisory services. Our focus on relationship-building allows us to guide individuals and businesses toward long-lasting financial health and protection.
In a complex financial hub like Chicago, asset protection requires a strategy that adapts and evolves. Our experienced team creates individualized plans that go beyond cookie-cutter solutions, addressing both current needs and future goals.
We begin with a thorough evaluation of your financial landscape to pinpoint exposure and risk. From there, we develop a strategy built on smart legal structuring, forward-looking tax planning, and estate integration—so your assets stay protected in every stage of life and market condition.
Using proven legal structures and tax-aware planning, we help clients in Chicago establish strong protective measures for their wealth. Our plans also integrate estate planning, ensuring the transfer of assets to future generations happens smoothly and strategically with minimal tax liability.
Recognizing that both personal circumstances and market dynamics can change, we provide continuous support and updates. Your asset protection strategy is never static—it’s regularly reviewed and adjusted to align with life events, financial goals, and Chicago’s economic climate.
We take a long-term view of wealth preservation, combining proactive planning with deep local insight. The result is a protection strategy that grows with you, ensuring your legacy remains strong and adaptable.
Presti & Naegele is your trusted resource for asset protection in Chicago. We bring personalized solutions, seasoned insight, and consistent plan management to help you defend your financial future with confidence.
We believe in keeping clients informed, ensuring you understand the tools and tactics used to preserve your wealth in a changing world.
Our Asset Protection Services begin with a holistic risk assessment and a deep analysis of your financial situation. From there, we develop a personalized strategy that includes legal structuring, tax-efficient planning, and estate planning integration to safeguard your wealth comprehensively.
We recognize that each financial situation is unique. Our team crafts dynamic, customized strategies based on a thorough understanding of your goals, financial landscape, and potential vulnerabilities. This personalized approach ensures your plan evolves with your needs and the ever-changing financial environment.
Yes. Asset protection is not a one-time solution—it requires continual oversight. We provide proactive, ongoing monitoring to reassess risks and make timely adjustments, ensuring your plan remains effective as your circumstances and the financial landscape shift.
GET IN TOUCH
Let's talk about how we can improve your business.
Elevate your business with tailored solutions. Let's discuss strategies for growth, efficiency, and lasting success.
Tailored Solutions for Financial Success
Explore Our Comprehensive Services at Presti & Naegele Accounting Offices
P&N INDUSTRIES
Industries We Serve
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.
MORE THAN JUST ACCOUNTING
Great Clients
Awesome Reviews
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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