Continuing your legacy for generations to come.
Collaborating with High Net Worth families | Tailored services to fit unique needs | Establishing peace of mind
AGP Family Office services are designed for High Net Worth mulit-generational families to govern and structure their financial aspects, customized to meet their specific needs. Our trusted advisors will partner with extended team members, including lawyers and investment bankers, to deliver a worry-free, peace of mind for your legacy.
Our Family Office portfolio includes:
- Asset management
- Tax compliance and planning
- Concierge services
- Family governance
- Preparing financial reports
- Maintain bank accounts
- Gifts and distributions to beneficiaries
- Investment analysis
- Wealth management
- Risk management
- Assistance with estate planning and charitable giving
Our Family Office CPAs are ready to discuss your family’s needs. Contact us today to start the conversation.