I spent fifteen years building a company. What the New City team showed me—months before we signed anything—completely changed the outcome. They didn’t just learn our business; they immersed themselves in every aspect of it, taking the time to understand the details, our structure, our goals, and the opportunities we hadn’t considered. That level of preparation allowed them to help strengthen the business and maximize the outcome well before the transaction ever closed. They were with us every step of the way, serving as trusted advisors rather than just transaction specialists. They also helped our family accomplish sophisticated planning goals that others on my financial team believed weren’t achievable within our timeline—or simply weren’t worth the effort. We restructured, implemented a charitable strategy I genuinely believed in, and ultimately exceeded our initial projections. More importantly, I walked away with a clear plan for what came next and complete confidence that I had the right team in my corner.

Before we found New City, we already had a CPA, a financial advisor, and an attorney, but they each operated in their own lane. Nobody was looking at our whole financial picture or proactively calling the plays. After our initial meeting with New City they were confident they could help us get far more out of our planning, both in annual tax savings and in building a clearer path toward our long-term goals. So far, they’ve delivered on both. We feel more confident in our approach, clearer about where we’re headed, and far more settled about the road ahead. What sets New City apart is how plainly they explain our options and then connect us with the right professionals to actually put those strategies into motion. Justin’s team is world-class. They take the time to understand our businesses, real estate, investments, and family goals, ensuring every piece works together instead of in isolation. We’re glad we found them!

My business is relatively small compared to the typical families that New City serves. However, their attention to detail regarding our business and our family’s needs, despite being so small, has resulted not only in massive cumulative tax savings and investment wins, but has also fortified my trust in their planning. The care and attention they show to every client/family is exceptional, and I am proud to be a part of it.

Justin and the team have been a game changer. Accountants and bookkeepers’ business model is not designed to give guidance. That is where New City steps in. With clarity and purpose, they have helped me and my wife to create a life by design.

When we initially connected with New City, we knew right away there was something different. The connection began with conversations about family, life, and faith. Connecting on that level was the best start. What followed was clarity and alignment. Trusted advice from trusted people. Sovereign took the time to hear our story, understand our values, and our long-term vision. They brought everything together, helping us organize and structure our affairs in a way that aligned with where we are going. They not only brought us their strategy, driven by their experience and expertise, but also peace of mind.

Working with the team at New City Family Office has been an exceptional experience. What sets Justin apart is the genuine personal connection he builds with his clients. From the beginning, he took the time to understand our family’s goals, values, and long-term vision, making us feel like more than just another account. The entire New City team is professional, responsive, and thoughtful in every interaction. We always feel supported and confident that our questions and concerns will be addressed with care and expertise. Wealth management, tax minimization, and planning for the future in general – while also running a business – is overwhelming, but the New City process has a remarkable ability to dial it all back and make the process feel approachable and personal. We highly recommend Justin and New City to anyone looking for both professional guidance and a meaningful client relationship.