Wiss

Wiss is an accounting and advisory firm in Florham Park, New Jersey, with a second office in New York City. It works with privately held, investor-backed, and family-run businesses, and with the families behind them, offering accounting, advisory, and wealth services together rather than compliance alone.

Services run from assurance and tax through outsourced and co-sourced accounting, fractional, interim, and permanent CFO support, mergers, acquisitions and valuation, and technology work including ERP selection, systems integration, and process automation. A wealth management and family office practice covers financial and tax planning, trusts and estates, private foundations and charitable planning, and investment management for business owners, high income earners, and families with generational wealth. The firm says it upholds a fiduciary responsibility in that work.

The firm has practised since 1969. Its team directory is filterable by specialization, and Real Estate, Trusts and Estates, Valuation, Family Office, Construction, and SALT are among the specializations listed. Trusts and estates work covers estate tax law, asset distribution, and guardianship arrangements, and the firm publishes material on family office financial management for multi-generational real estate wealth and on wealth management after a liquidity event.

The site publishes no fees and does not describe a standalone real estate succession practice. An owner planning an ownership transition should ask which team would handle the valuation, the estate structuring, and the tax work, and how those pieces are coordinated.