Build and Preserve Your Legacy

For most high net-worth families, it’s not just about accumulating wealth. It’s about leaving a legacy.

That’s why today, high net-worth family businesses are working with experienced, established, and knowledgeable CPA firms like Barnes Wendling CPAs. We established our family office practice to help improve financial management and make sure wealth is passed down from generation to generation.

It’s not just your business, it’s your family’s legacy. Let the proven expertise of a Barnes Wendling CPAs help you grow, maintain, and leverage that legacy both now and well into the future.

Our Family Office Services

Barnes Wendling CPAs offers an entire spectrum of family office services that will be tailored to fit both your business and personal financial needs.

This includes services such as:

  • Asset Diversification: We’ll help you in planning where (and how) to invest your assets, along with risk management and asset allocation strategies.
  • Asset Protection: Planning services designed to protect your assets over the long haul by holding funds on a capital efficient basis.
  • Business Succession: Our CPAs will help plan (and monitor) the succession of your business. We’ll help prepare your succession plan, add board members when necessary, and educate you in creating the right succession goals.
  • Cash Flow Management: We’re here to help ensure that your cash flow is managed in the most efficient way possible. This includes bill pay, timing cash availability, and planning/anticipation for debts.
  • Private Equity: If your family office financial plan includes private equity investments, we’ll help you to conduct a pre-due-diligence investment review.
  • Estate Planning: Our Barnes Wendling CPAs provide ongoing estate, trust, and will planning services to ensure there’s a minimal amount of confusion during the succession process, and as much of your generational wealth is protected as possible.

At Barnes Wendling CPAs, the focus of our family office practice is to assist you in making the best short (and long) term planning and asset allocation decisions to leave your financial legacy in the best shape possible.

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 · Director
Sondra L. Sofranko CPA · Principal
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