Build and Preserve Your Family Legacy

Today many high net worth families are establishing family offices to improve the financial management of their wealth from generation to generation. At Barnes Wendling CPAs, our family office team has worked with various affluent families providing a wide range of financial and tax planning services to deliver peace of mind and administrative freedom.

We offer a variety of family office services including:

  • Asset Diversification Plans
  • Asset Protection Planning
  • Business and Succession Planning/Monitoring
  • Cash Flow Management
  • Compliance and Tax Planning Services
  • Private Equity Investment Review
  • Estate and Trust Planning

Family Office Services Team

Floyd Trouten Director Headshot Floyd A. Trouten III CPA · Director
Larry Friedman Director Headshot Larry D. Friedman CPA, MT · Director
Angela Alexander headshot Angela Alexander CPA, MSA · Principal
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