Family Office Services
Taxes and the bigger picture.
What’s important to a family office’s finances? Wealth management, tax planning, compliance, and filing, of course. But they’re just a few pieces. We can help with all of it.
Tax planning & compliance
We don’t start during tax season. If we did, we couldn’t anticipate issues or opportunities. We provide tax services year-round.
Estate planning
When a family member passes away, the last thing on your mind is money. Make things easy on yourself—and on your family.
We probate wills, serve as executors and prepare estate tax returns in states all over the country.
Investments
You could say we’re personally invested in your investments. Which is exactly why you’ll still have full control to tailor your portfolio to your personal goals.
- Cash flow and balance sheet preparation
- Income statements
- Evaluation of net worth
- Negotiate loans
- Review venture capital and private equity deals
Accounting
What we bring to the table is experience that goes beyond a per-diem accountant or bookkeeper.
- Bill paying
- Overseeing payroll tax preparation
- Foundation administration
- Medical reimbursements
Real estate
Lift the monthly burden of paying bills for all of your properties. We can manage. And we’ll mind your cash flow when we do.
