Steven Etkind is a New York financial consultant who engages with three family offices in advisory capacities, and also several businesses. In the latter sphere, he consults on sales of businesses and restructuring their corporate structure and provides insight on selecting appropriate advisors for a complex process. Steven Etkind also coordinates the collection of documentation and records required throughout the corporate sales process. He has extensive knowledge of the Employee Retirement Income Security Act of 1974 (ERISA) and its various requirements.
In engaging with family offices, Mr. Etkind provides deliverables such as estate plans that range to the hundreds of millions of dollars in size. He has represented business owners and trusts in transactional matters spanning the globe, designed to generate sustained, diversified revenues. Mr. Etkind also helps manage complex taxation matters and designs employee incentives and business succession pathways.
Steven Etkind holds a juris doctor from Tulane Law School in New Orleans, and was previously a member of the American Institute of Certified Public Accountants. In his free time he enjoys activities such as fine art photography.