The Contributions and Achievements of Steven Etkind

Steven Etkind is a financial consultant from New York specializing in high-value transactions and investment structures for various individuals and families. As a trusted advisor to two family offices managing over $1 billion in assets, Steven Etkind has guided complex deals and authored influential publications related to his field.

Professionally, Steven Etkind has served various roles for New York-based firms, including as an associate at a Big Four accounting firm, partner in a Fifth Avenue law firm and now as a financial consultant and advisor. His primary achievement lies in his role as a top-level advisor to two family offices, where he structures deals with private equity firms, selects external advisors, and oversees financial planning and management.

In this advisory role, Mr. Etkind has simplified complex tax and legal structures for business owners, helping them understand their options, assess risks, and make informed investment decisions. His clients include high-net-worth individuals, such as the brother of a former Israeli Prime Minister, as well as clients with assets exceeding $100 million.

Steven Etkind has authored several publications that have educated professionals on aspects of business sales and retirement planning. His notable works cover topics such as real estate partnership workouts, trustee powers relating to marital dedications, and funding kids’ education. He was once a member of the American Institute of Certified Public Accountants (AICPA). Outside of work, he enjoys artistic photography.

Contact

Steven Etkind
New York, NY US