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 Houston are built to shield your wealth from legal and financial threats while positioning you for long-term growth. Whether you're investing in Houston’s booming real estate market or running a company in the Energy Corridor, we offer strategic protection that matches the pace and complexity of Houston’s economy.
OUR SERVICE
P&N's
Presti & Naegele works closely with individuals and business owners throughout Houston, delivering personalized advisory services with long-term financial security in mind. Our goal is to provide practical, strategic guidance that helps you thrive today and prepare for tomorrow.
In a fast-moving city like Houston, your financial security depends on strategies that adjust to your needs. Our asset protection services are designed to be flexible and tailored, built by professionals who understand the local financial climate and its risks.
We start with a full analysis of your finances to detect areas of vulnerability. From there, we create a protection plan centered on legal entity structuring, tax efficiency, and estate planning integration—helping you protect what matters most.
In Houston, we apply legally compliant entities, tax-conscious planning, and estate strategies to craft solid asset protection plans. These measures work together to shield your assets and minimize liabilities, while preparing for the seamless transfer of wealth to future heirs.
Asset protection is an ongoing process, not a single solution. As your financial picture shifts due to personal changes or external market influences, we routinely revisit and adjust your strategy to keep it current and effective.
We understand the specific financial landscape of Houston—from energy investments to growing family enterprises—and shape your plan to protect what matters most in your world, both now and down the line.
With Presti & Naegele as your asset protection partner in Houston, you’ll benefit from adaptive strategies, dedicated service, and long-term peace of mind. We work to ensure your wealth is protected through every stage of life and every economic shift.
By prioritizing education and clarity, we empower you to make smart, secure financial decisions moving forward.
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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