Do your clients need asset and liability management, tax preparation and planning, or concierge services? Our team of CPAs will collaborate with you to give your clients complete peace of mind.

Our services include:

• Designing and implementing a family office governance plan
• Providing financial education to family members
• Family conflict avoidance, mitigation, and resolution
• Wealth management
• Maintenance of bank and investment accounts
• Investment analysis
• Tax compliance and planning
• Estate planning and protection
• Gifts and distributions to beneficiaries
• Retirement plan planning and distribution strategies
• Concierge services
• Asset valuation

Download our Family Office Menu of Services

Our Family Office CPAs are ready to discuss your client’s needs. Contact us today to start the conversation.