Braun Business Management

Overview

Braun provides personalized financial management built around long-term client relationships, trust, personal service, professionalism, and confidentiality. The firm works with outside professionals on strategic planning for clients and their families.¹

History

Braun reports more than 30 years of experience providing financial advice and management.¹

Services

The firm develops financial goals and budgets, handles tax structuring and compliance, manages cash flow, prepares financial reporting, and produces projections. It also supports retirement planning, risk management, insurance planning, financing arrangements, and estate and succession planning with outside estate counsel.¹

Braun coordinates charitable activities and provides bill-paying and domestic payroll services. It assists with financial decisions involving major acquisitions, dispositions, employment changes, marital dissolutions, inheritances, and home construction or renovation.¹

The firm has experience managing employment transitions involving stock options, restricted stock, deferred compensation, retirement funds, life insurance, benefits, and financial disclosure requirements. Its estate planning support includes creating and managing trusts and foundations, and the firm may serve as executor or trustee.¹

Braun offers matrimonial financial management, including equitable-distribution analysis and guidance concerning income, liquidity, and marital assets. For home-building and renovation projects, it coordinates with architects, contractors, designers, engineers, and lenders while approving invoices and maintaining accounting records.¹

The firm helps families address financial communication breakdowns and may broker or mediate family conflicts. It also supports new and established businesses with entity formation, accounting systems, banking, reorganization, and introductions to bankers, attorneys, and investors.¹

What the firm offers

• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Risk and insurance
• Retirement planning

Client Focus

Braun serves wealthy individuals and families, tailoring its business management and family office work to each client’s circumstances. Its services extend across personal finances, family planning, major life events, complex projects, and business operations.¹

Approach

Braun describes its approach as relationship-oriented and confidential, combining personal service with professional financial management. The firm partners with outside specialists when clients need coordinated strategic, estate, or family planning support.¹

FAQs

Related resources

• LocationMultifamily offices in New York

  This directory helps compare multifamily office options in New York for families seeking tax planning, estate planning, fiduciary support, philanthropy guidance, insurance review, or retirement planning. It gives a reader regional context when considering whether a New York based provider fits the family's location, relationships, and financial administration needs.

• Network siteEstatePlanner.com

  These estate planning guides explain wills, trusts, and related decisions in plain language. A family considering Braun Business Management can use them to prepare questions about estate structures, fiduciary responsibilities, tax planning, and how wealth may be organized across generations before speaking with a multi-family office.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how a multi-family office differs from a single-family office and a virtual family office. Business owners and wealthy families can use it to consider which operating model fits their desired level of personal attention, outside specialist coordination, technology use, and ongoing financial management.

• GuideMultifamily office fees

  Fee information helps readers frame questions about how multifamily offices may charge for planning, fiduciary work, investment related services, or broader family office administration. For someone reviewing Braun Business Management, it can support a clearer discussion of service scope, billing methods, and which needs matter most to the family.

• Similar firmsThe Abernathy Group II Family Office
  Cerity Partners Family Office
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  Profiles of The Abernathy Group II Family Office, Cerity Partners Family Office, and Seneca Financial Advisors provide additional points of comparison on this site. Reviewing them may help a family or business owner identify questions about tax, estate, risk, philanthropy, retirement, and trust services when assessing providers with similar client considerations.

Sources

1. Braun Business Management

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.