Toplitzky
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
8383 Wilshire Blvd Ste 240, Beverly Hill...Phone Number
(323) 658-5477Website
www.toplitzky.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Toplitzky
Toplitzky&Co is an independent, strategic financial partner established in 1980, specializing in multifamily office, business management, and tax planning services for high net worth individuals, business owners, and executives. The firm has built long-lasting partnerships with clients, often serving as trustees of family trusts and as officers of businesses and charitable foundations. With over forty years of experience, Toplitzky&Co emphasizes the importance of effort, discipline, and creativity in wealth creation. They utilize a custom technology and analytical framework called Seneca to aggregate financial data and identify opportunities for their clients.Explore more
Toplitzky Org Chart
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Toplitzky&Co is an independent, strategic financial partner established in 1980, specializing in multifamily office, business management, and tax planning services for high net worth individuals, business owners, and executives. The firm has built long-lasting partnerships with clients, often serving as trustees of family trusts and as officers of... Read More
