Former Merrill Lynch Director joins Eisner & Lubin to lead Family Wealth Services
Eisner & Lubin LLP, a prominent certified public accounting and consulting firm, has announced that [private]Raymond G. Russolillo has joined the firm as partner. Mr. Russolillo brings significant expertise and more than 25 years of experience in family office/wealth services serving high net worth families and corporate clientele.
Prior to joining Eisner & Lubin, Mr. Russolillo was the director of the New York/New Jersey Family Office Services division of the Merrill Lynch Private Banking and Investment Group. Mr. Russolillo was also a senior vice president, tax consulting services at U.S. Trust Company N.A. and a director of personal financial services at both PricewaterhouseCoopers LLP and Coopers & Lybrand LLP. Previously, he served as an assistant vice president/client relationship manager at Bessemer Trust Company, N.A.
“Ray has a versatile and long established track record in the many complexities of family wealth services, providing an excellent complement to the firm’s existing strength in working with high net worth individuals and family foundations,” says Robert Simon, Managing Partner of Eisner & Lubin LLP. “Ray’s many years of working closely with these clients, combined with his ability to thoroughly understand the financial intricacies of the ‘family office,’ allows Eisner & Lubin to now offer a truly integrated, holistic approach to our Family Wealth Services practice.”
Mr. Russolillo will be providing expertise in family office services that include household accounting, tax management, wealth transfer planning, philanthropic planning, family meeting coordination, family financial education, and fiduciary services.
“With the addition of Mr. Russolillo, Eisner & Lubin is ideally positioned to offer the exact services that contribute to wealth preservation and do so in a personalized manner exemplified by our firm since 1923,” adds Michael G. Stallone, Partner and Executive Committee member of Eisner & Lubin LLP. Mr. Stallone concludes, “Ray’s proven ability to listen and understand the needs of the high net worth individual and family, his prominent professional background and our existing expertise in this area make his arrival a natural fit for Eisner & Lubin and our clients.”
Mr. Russolillo will work with families on preservation of wealth and succession planning for both business and inheritance issues. Eisner & Lubin has offices in New York, New Jersey and Long Island and is structured to work with clients nationally as well as globally.
Mr. Russolillo commented, “I have always respected Eisner & Lubin’s commitment to client service excellence, delivered through individualized, one-on-one relationships and its depth of experience on a wide range of financial, accounting, and tax management platforms. The firm has succeeded for more than 85 years because of its talent and ability to build trusted, long-term relationships – this ingredient is essential to representation in family wealth services.”
Mr. Russolillo is licensed as a CPA in New York State and has been designated a Personal Financial Specialist by the American Institute of CPAs. He is also a CERTIFIED FINANCIAL PLANNER™ designee through the CFP Board of Standards, Inc. Mr. Russolillo earned his undergraduate degree at Binghamton University and holds a BS in Accounting and a BA in Economics. [/private]