Michael E. Simon, a Partner at Hertz Herson, specializes in comprehensive tax services and planning for high-net-worth individuals and families. He advises clients across a wide range of areas, including investment companies, real estate, and personal services, providing guidance on estate and trust matters, gift taxation, foreign tax issues, and partnership and pass-through entities.

Michael has significant experience with family office advisory, including residency considerations, hiring household staff, and assisting clients with day-to-day financial needs. With a background in the restaurant industry, Michael understands the importance of communications, hospitality and service, and strong client relationships—qualities that continue to shape his professional approach.