Teambuilding Advice for Wealth near Huntington, NY

[Rich Lavery]

I am an accredited investor in Huntington, NY looking to lay the groundwork to kick my wealth building into higher gear. I don't currently have a team. Up until this time, I have not needed a lawyer and I've always filed my own taxes. I've now started moving into real estate, and alternative investments such as private equity, syndications, private debt, etc. I've even opened a self directed Roth IRA to start making some of these alternative investments. After over 20 years of more traditional investments in public markets, I have the capital to start getting more aggressive in the areas of real estate and alternative investments. What I need is a good accountant and lawyer to give me the advice I need as I move into this new phase of my investment career. Before I get too far down this road, I want to make sure I have a good plan in place and have set myself up properly. I'm considering the idea of establishing a holding company to hold all my assets and want to discuss whether or not that makes sense for my long term estate planning. I would also like to build a team that will guide me in my goals of being a sophisticated investor. I'm looking for referrals for great accountants and lawyers who would specialize in guiding people like myself. Ideally the person would be located near me, however I suppose that is not exactly a requirement. If anyone has any recommendations for me, please reach out. Thank you for your time.