At Niman & Associates, we believe that three core values drive our business and our service to clients. These are Professional Expertise, Client Focus, and Superior Quality.

We believe in the value of relationships. We view every client relationship like a partnership, and we truly believe that our success is a result of your success.

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  • Daily Financial News

    Read our daily financial related news updated hourly.

  • Our Team

    Learn more about Grant Niman and our Associates.

  • Our Core Values

    Our core values are Professional Expertise, Client Focus, and Superior Quality.

  • Professional Services

    Learn more about the services we provide to people like you every day.

  • Contact

    We would be happy to hear from you. Use our contacts page to get in touch with us.

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Daily Financial News

Read our daily financial related news updated hourly.

Daily Financial News

    Our Team

    Learn more about Grant Niman and our Associates.

    Grant N. Niman - Founder, President, and CEO

    Grant Niman is the founder of Niman & Associates, Inc. Grant began his career with the Internal Revenue Service, and subsequently spent four years at Price Waterhouse in the Entrepreneurial Services Group. Grant then worked with BDO Seidman where he was part of the firm's national committee for state and local taxation. He was a founding partner of Raimondo Pettit Group, where he specialized in assisting high wealth individuals and closely held corporations with tax planning and wealth preservation strategies.

    Grant formed Niman & Associates in September 2008, with the focus on providing value added services to high net worth individuals, families and closely held businesses.

    His expertise encompasses the areas of business management, estates and trusts, and in particular assisting families in the sound accumulation and transition of wealth. His family office services include multi-generational planning, tax and estate planning as well as day-to-day operations.

    Grant is a graduate of the University of California at Santa Barbara, and has over 25 years of public accounting experience. He is a Certified Public Accountant licensed to practice in California. He is a member of the Tax and Personal Financial Planning Sections of the American Institute of Certified Public Accountants, and holds their Personal Financial Specialist designation. He is also a member of the California Society of CPAs and the South Bay Estate Planning Council.

    Download vCard

    Jennifer A. Shafer
    Managing Director

    Jennifer Shafer is Managing Director at Niman & Associates, responsible for the overall management and operation of the firm and for client satisfaction. She worked as a tax manager at Raimondo Pettit Group responsible for estate and trust tax matters, and together with Grant and Carol Raimondo formed the nucleus of one of the most-respected...
    Continue Reading

    Jennifer Shafer's vCard  Download vCard

    Carol Raimondo
    Director of Estate & Trust Services

    Carol Raimondo is Director of Estate & Trust Services at Niman & Associates. Carol was a founding partner of Raimondo Pettit Group, prior to that, she was the director of the tax practice of the Torrance office of BDO Seidman.Continue Reading

    Carol Raimondo's vCard  Download vCard

    Linda L. Quane
    Director of Accounting Services

    Linda Quane is Director of Accounting Services at Niman & Associates. In that position, she is responsible for overseeing our compilation, review and other assurance projects...Continue Reading
    Linda Quane's vCard  Download vCard

    Our Core Values

    Our core values are Professional Expertise, Client Focus, and Superior Quality.

    Our Core Values

    At Niman & Associates, we believe that three core values drive our business and our service to clients. These are Professional Expertise, Client Focus, and Superior Quality.

    Professional Experience

    We are a new firm yet with years of experience. Our expertise comes from the skills and capability of our employees, all of whom have a number of years working in a client-centered environment. Beyond competence and a commitment to excellence, our employees also share a commitment to ethical behavior and integrity. We believe integrity is essential to our success and the continued success of our clients.

    Client Focus

    Clients are the lifeblood of our business and the reason we exist, and they are deserving of our respect. We believe that respect for our clients dictates that we have a continuing awareness of our clients' situations, that we be responsive (both in timeliness and in relevance), that our advice take into account the client's business environment and values, and that fees we charge be expected and reasonable. Being client-focused also means that we understand our role as a member of a client's financial advisory team and we work to be sure that clients receive solutions that address overall needs, and not merely academic discussions of tax rules.

    Superior Quality

    We focus on a limited set of services and do them well. Our primary focus is the family or closely held business and its owners. We provide estate and income tax planning and compliance services, business management services, and financial accounting. We also provide ancillary services. Our objective is to ensure that client wealth is preserved with the ultimate goal of allowing clients the desired degree of control over the ultimate disposition of those assets. We pride ourselves on our continued ability to deliver differentiated service to our clients.

    Professional Services

    Learn more about the services we provide to people like you every day.

    Our Services

    Family Office Services

    Family Office Services...A family office involves centralized management of the financial affairs of an individual or family (typically spanning more than one generation). The user of family office services often wishes to focus on entrepreneurial, financial, creative or charitable projects without having to be concerned about business or tax affairs. Niman & Associates' family office services provide a number of benefits to individuals and family members: summarizing and analyzing information so that clients are freed up to make higher level decisions; alignment of wealth planning objectives and financial management; estate planning; asset allocation; and outsourcing of reporting obligations. Family office services can include:
    <ul>

    • Lifestyle management: bill paying, cash flow management, succession planning, and budgeting.
    • Integrated planning: tax planning and compliance; wealth management and multi-generational planning; cost analysis; and estate planning
    • Risk management: liability management, insurance analysis and oversight
    • Philanthropy: assistance with setting philanthropic vision; foundation management; personal giving
    • Family continuity: managing and accounting for family assets; education, coaching and facilitation
    • Succession planning: development and monitoring of management succession plans

     

    Estate & Trust Services

    Estate & Trust Services...Estates and trusts are governed by the California Probate Code and are subject to oversight by the California courts. Niman & Associates has substantial experience in preparing accounts and reports that comply with the exacting legal requirements of the Probate Code. We will work with attorneys, trustees, financial intermediaries and advisers, and others to plan and maintain trusts. The comprehensive services offered by Niman & Associates include the following:

    Development of gifting strategies
    Review of estate planning documents
    Preparation of fiduciary accountings
    Preparation of estate returns, gift tax returns, and fiduciary and charitable trust income tax returns
    Representation of clients before the IRS in estate and gift tax matters
    Assistance with asset allocation
    Sub-trust funding assistance
    Planning for estate tax minimization

     

    Contact

    We would be happy to hear from you. Use our contacts page to get in touch with us.

    Contact Us

    Niman & Associates, Inc
    2260 E. Maple Ave.
    El Segundo, California 90245

    Google Map

    (Please check graphic above for exact location of our building.)

    Phone & Facsimile

    Phone: 310.535.9000
    Facsimile: 310.535.9119

    Email Us

    Office Hours

    Weekdays, 8-5PM PST

     

    Company Directory

     

    Grant N. Niman

    Founder, President & CEO  
    Extension: 206Grant Niman  vCard

    Carol Raimondo

    Director of Estate & Trust Services 
    Extension: 210Carol Raimondo  vCard

    Linda L. Quane

    Director of Accounting Services  
    Extension: 208Linda Quane  vCard

    Jennifer A. Shafer

    Managing Director  
    Extension: 202Jennifer Shafer  vCard

    Kathleen Parker

    Associate  
    Extension: 205Kathleen Parker  vCard

      Feed URL: http://www.wsj.com/xml/rss/3_7014.xml not valid and removed from fetch.Feed URL: http://www.wsj.com/xml/rss/3_7014.xml not valid and removed from fetch.
    • Daily Financial News

      • Grant N. Niman - Founder, President, and CEO

        Grant Niman is the founder of Niman & Associates, Inc. Grant began his career with the Internal Revenue Service, and subsequently spent four years at Price Waterhouse in the Entrepreneurial Services Group. Grant then worked with BDO Seidman where he was part of the firm's national committee for state and local taxation. He was a founding partner of Raimondo Pettit Group, where he specialized in assisting high wealth individuals and closely held corporations with tax planning and wealth preservation strategies.

        Grant formed Niman & Associates in September 2008, with the focus on providing value added services to high net worth individuals, families and closely held businesses.

        His expertise encompasses the areas of business management, estates and trusts, and in particular assisting families in the sound accumulation and transition of wealth. His family office services include multi-generational planning, tax and estate planning as well as day-to-day operations.

        Grant is a graduate of the University of California at Santa Barbara, and has over 25 years of public accounting experience. He is a Certified Public Accountant licensed to practice in California. He is a member of the Tax and Personal Financial Planning Sections of the American Institute of Certified Public Accountants, and holds their Personal Financial Specialist designation. He is also a member of the California Society of CPAs and the South Bay Estate Planning Council.

        Download vCard

        Jennifer A. Shafer
        Managing Director

        Jennifer Shafer is Managing Director at Niman & Associates, responsible for the overall management and operation of the firm and for client satisfaction. She worked as a tax manager at Raimondo Pettit Group responsible for estate and trust tax matters, and together with Grant and Carol Raimondo formed the nucleus of one of the most-respected...
        Continue Reading

        Jennifer Shafer's vCard  Download vCard

        Carol Raimondo
        Director of Estate & Trust Services

        Carol Raimondo is Director of Estate & Trust Services at Niman & Associates. Carol was a founding partner of Raimondo Pettit Group, prior to that, she was the director of the tax practice of the Torrance office of BDO Seidman.Continue Reading

        Carol Raimondo's vCard  Download vCard

        Linda L. Quane
        Director of Accounting Services

        Linda Quane is Director of Accounting Services at Niman & Associates. In that position, she is responsible for overseeing our compilation, review and other assurance projects...Continue Reading
        Linda Quane's vCard  Download vCard

      • Our Core Values

        At Niman & Associates, we believe that three core values drive our business and our service to clients. These are Professional Expertise, Client Focus, and Superior Quality.

        Professional Experience

        We are a new firm yet with years of experience. Our expertise comes from the skills and capability of our employees, all of whom have a number of years working in a client-centered environment. Beyond competence and a commitment to excellence, our employees also share a commitment to ethical behavior and integrity. We believe integrity is essential to our success and the continued success of our clients.

        Client Focus

        Clients are the lifeblood of our business and the reason we exist, and they are deserving of our respect. We believe that respect for our clients dictates that we have a continuing awareness of our clients' situations, that we be responsive (both in timeliness and in relevance), that our advice take into account the client's business environment and values, and that fees we charge be expected and reasonable. Being client-focused also means that we understand our role as a member of a client's financial advisory team and we work to be sure that clients receive solutions that address overall needs, and not merely academic discussions of tax rules.

        Superior Quality

        We focus on a limited set of services and do them well. Our primary focus is the family or closely held business and its owners. We provide estate and income tax planning and compliance services, business management services, and financial accounting. We also provide ancillary services. Our objective is to ensure that client wealth is preserved with the ultimate goal of allowing clients the desired degree of control over the ultimate disposition of those assets. We pride ourselves on our continued ability to deliver differentiated service to our clients.

      • Our Services

        Family Office Services

        Family Office Services...A family office involves centralized management of the financial affairs of an individual or family (typically spanning more than one generation). The user of family office services often wishes to focus on entrepreneurial, financial, creative or charitable projects without having to be concerned about business or tax affairs. Niman & Associates' family office services provide a number of benefits to individuals and family members: summarizing and analyzing information so that clients are freed up to make higher level decisions; alignment of wealth planning objectives and financial management; estate planning; asset allocation; and outsourcing of reporting obligations. Family office services can include:
        <ul>

        • Lifestyle management: bill paying, cash flow management, succession planning, and budgeting.
        • Integrated planning: tax planning and compliance; wealth management and multi-generational planning; cost analysis; and estate planning
        • Risk management: liability management, insurance analysis and oversight
        • Philanthropy: assistance with setting philanthropic vision; foundation management; personal giving
        • Family continuity: managing and accounting for family assets; education, coaching and facilitation
        • Succession planning: development and monitoring of management succession plans

         

        Estate & Trust Services

        Estate & Trust Services...Estates and trusts are governed by the California Probate Code and are subject to oversight by the California courts. Niman & Associates has substantial experience in preparing accounts and reports that comply with the exacting legal requirements of the Probate Code. We will work with attorneys, trustees, financial intermediaries and advisers, and others to plan and maintain trusts. The comprehensive services offered by Niman & Associates include the following:

        Development of gifting strategies
        Review of estate planning documents
        Preparation of fiduciary accountings
        Preparation of estate returns, gift tax returns, and fiduciary and charitable trust income tax returns
        Representation of clients before the IRS in estate and gift tax matters
        Assistance with asset allocation
        Sub-trust funding assistance
        Planning for estate tax minimization

         

      • Contact Us

        Niman & Associates, Inc
        2260 E. Maple Ave.
        El Segundo, California 90245

        Google Map

        (Please check graphic above for exact location of our building.)

        Phone & Facsimile

        Phone: 310.535.9000
        Facsimile: 310.535.9119

        Email Us

        Office Hours

        Weekdays, 8-5PM PST

         

        Company Directory

         

        Grant N. Niman

        Founder, President & CEO  
        Extension: 206Grant Niman  vCard

        Carol Raimondo

        Director of Estate & Trust Services 
        Extension: 210Carol Raimondo  vCard

        Linda L. Quane

        Director of Accounting Services  
        Extension: 208Linda Quane  vCard

        Jennifer A. Shafer

        Managing Director  
        Extension: 202Jennifer Shafer  vCard

        Kathleen Parker

        Associate  
        Extension: 205Kathleen Parker  vCard