Testimonials

“Your exciting charitable strategy will make it possible for our most successful and supportive donors to significantly increase both their lifetime gifts and their legacy donations, without negatively impacting their children or grandchildren.”

Michael Jon Degenhart
Assistant Vice President for Gift Planning, The Pennsylvania State University

“Over the years, I have done extensive work … with some of the most prestigious advisors in New York. My accountant, my trusts and estates attorney and my family office – have all worked together on my behalf for many years. I didn’t think Scott could offer me anything of real value. That being said, I am extremely grateful for his persistence, which led me to evaluate his unique planning approach.”

Ken M. Mandelbaum
Retired CEO
Mandee and Annie Sez

“Work with Scott Silbert because he’s someone you can trust. He’s going to provide you with different options you may not have already seen. He seems straightforward, trustworthy, and shoots you straight. Those are the types of people I like dealing with and recommending to other people.”

Rufus Rivers
Managing Partner
RLJ Equity Partners LLC

“I trust Scott Silbert. Scott is a straight shooter who always looks out for the best interests of his clients. He shows you why it’s positive and beneficial to you, your heirs, and their heirs in the long run. He carries the ball to the finish line.”

Ira Kriegsman, CPA
President, Ira D. Kriegsman CPA PC

“Scott consistently demonstrated how effective his strategy could be for me. He allowed me to understand how I could really have it all; the protection and the savings that I was looking for at the same time. He provided me with strategic recommendations that held up to every analysis that I put
them through.”

Paul Becht, CPA
Partner, Margolin, Winer & Evens, LLP

Certified Public Accountants and Business Advisors “Scott is very unique, he is very authentic. It’s very difficult in the super competitive New York
marketplace for somebody to distinguish themselves. Scott does that through a combination of persistence, knowing his stuff and this extra, philosophical component where he gets you thinking about money and finances differently. The more time one invests in that relationship, the more you realize how authentic, unique, and one-in-a-million he is.”

Michael P. Beys, Esq.
Managing Partner, Beys Liston & Mobargha LLP

“Scott is an expert in his field. He pays attention to detail, he has absolute integrity. He is passionate, knowledgeable, and he takes a genuine interest in achieving the best for his clients.”

Randi Woythaler
Retired Independent Investor

“I’ve known Scott for over 25 years. From the very beginning, he has differentiated himself from other professionals in his industry. He has significant attention to detail. He advocates on behalf of his clients. He has integrity. He does what he says and says what needs to be done. More importantly, he delivers on his promises and has the ability to design creative, yet conservative financial strategies for wealthy individuals.”

Thomas J. Kozlowski, Jr., CPA, Esq.
President, AFIOS Inc.
(An Independent Multi-Family Office Wealth Advisory Firm)