Personal Financial Services
Free up your focus.
More time for what's most important.
Running a business or managing a fund is a full-time commitment. It’s your life, leaving you with little time to take care of financial management tasks. You know, the mundane tasks.
Those tasks can be complex. Especially if you’re a fund manager, small business owner, or someone with a fast-paced life.
Free yourself up to focus on what’s most important to you.
Our personal financial services include:
- Accounting and maintenance of your investment portfolio
- Assistance for investors who are dealing with complex transactions, such as private equity and hedge fund investments
- Bookkeeping and bill paying services for family offices
- General tax advice and planning year-round
Peace of mind.
Raines & Fischer will manage your day-to-day finances and expenses. Everything will run smoothly, giving you time back to focus on the bigger picture. Not to mention the peace of mind knowing your finances are in line.
We get to know you. So that we can get to know what’s best for your money today, tomorrow, and for future generations.
