Dorfman Mizrach & Thaler Background & Overview Overview

General Information

Dorfman Mizrach & Thaler is a single-family office headquartered in Iselin. The firm provides comprehensive financial oversight and administrative solutions for high-net-worth individuals and families, with a focus on accounting, tax planning, and wealth management. Leveraging deep expertise in fiduciary services and multi-generational planning, the office supports clients in preserving and growing their assets—enables seamless management of complex financial affairs.