Cristian Costescu, CPA, MSA

By helping individuals and families navigate complex tax and financial decisions, Cristian supports clients in protecting and growing their wealth across generations.

Cristian works primarily with high-net-worth individuals and families, providing comprehensive tax planning, compliance, and advisory services tailored to their unique financial circumstances. His work emphasizes balancing short-term objectives with long-term strategies, helping clients feel prepared and confident at every stage of their financial journey. Cristian brings extensive experience across individual, trust, and business tax matters, having prepared, planned, and reviewed a wide range of complex tax returns. He regularly serves as the primary point of contact for multiple family groups, maintaining proactive communication with clients and family offices to address sophisticated needs while ensuring accuracy and compliance with current tax legislation.

In his day-to-day role, Cristian manages complex tax situations including multi-state and international considerations, trust and estate planning, charitable giving strategies, and investment tax optimization. He collaborates closely with legal, investment, and family office professionals to deliver integrated solutions, support succession planning, and safeguard client wealth for future generations.

Cristian earned his Master’s degree in Accounting from Southern New Hampshire University, graduating with a 4.0 GPA.