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.
Featured Client Testimonials
Barnes Wendling has been our company accountants for over seven years. Their knowledge has been instrumental in helping us grow strategically during this time. And although we’ve seen many changes in our economy that we cannot control, we’ve always been able to trust the Barnes team to be by our side. The Barnes team feels like family. We can’t thank them enough for their support!
Christine Kloss - Controller, AT&F
Featured Client Testimonials
Barnes Wendling has been our company accountants for over 15 years. During this time, the business has grown exceptionally, and Barnes has kept pace, providing accurate, quality advice. Our finances are more efficient than ever, and the expense of hiring Barnes has been a definite positive add to our bottom line. I give my highest recommendation to their firm.
David Miller, MD - President, Retina Associates of Cleveland
Featured Client Testimonials
Barnes Wendling has provided us guidance and recommendations that have strategically helped strengthen our business and position ourselves for growth. We needed to hire a new VP of Finance and Controller this past year, and they were instrumental in helping us find the best candidates for our company.
Sara Blankenship - President, Kaufman Container
Featured Client Testimonials
We value the trust, accuracy of information, and reliability of Barnes Wendling and Mike Essenmacher personally. Mike has been instrumental as a trusted advisor on accounting, tax, and personnel issues. His advice is always accurate, and he is very reliable. His associates are also very talented.
Dominic Ozanne - President and CEO, Ozanne Construction Company
Featured Client Testimonials
We value Barnes Wendling’s expertise with all things accounting so we can operate our business using our strengths and allowing them to be our experts. They have also brought me a few business sale opportunities to allow me to grow my assets.
John Gaydosh - President and Metallurgical Engineer, Ohio Metallurgical Service
Featured Client Testimonials
Barnes Wendling (especially Lena) did a great job with our financials. Everything. It is extremely refreshing and comforting to know that all of our numbers are not only correct, but they are in the right place(s). Your diligence and reporting truly does make me (personally) feel better.
Thomas Adomaitis - Controller, Bialosky Cleveland
Featured Client Testimonials
I can wholeheartedly tell you that I have yet to work with an audit or tax team that have been more helpful, easy to work with, and committed than the team at Barnes Wendling- I have been through three different firms in the last few years.
Michelle Saylor, Former Controller, Aero Mag
Featured Client Testimonials
Floyd Trouten at Barnes Wendling CPAs is an “expert’s expert” when it comes to M & A accounting. Not only does he understand the evolving details of the Tax Code but he also sees the fine points of their application for owners, managers, investors, and financiers.
Mark A. Filippell, Western Reserve Partners
Featured Client Testimonials
The service is amazing at Barnes Wendling CPAs. The benefit is worth more than the cost. Sometimes it’s true that you get what you pay for.
Mark Boucher - Former Owner, Castle Heating & Air
Featured Client Testimonials
Floyd and Barnes Wendling CPAs always provide us with peace of mind. Floyd is not only our trusted financial advisor, but we trust him like family. The Barnes Wendling CPAs team is always proactive and meet all of our deadlines. We are very grateful for them.
Trish Gleason, OMCO Holdings & Gleason Family Office
Featured Client Testimonials
Our heartfelt thanks to the Barnes Wendling CPAs team for all you do for us, such as your remarkable responsiveness, timeliness in meeting deadlines, and being such a pleasure to work with!
Karyn Davies Mitchell, CareMetx
Featured Client Testimonials
Barnes Wendling takes a holistic, comprehensive approach that helps ensure we are looking ahead to the future. By keeping us up to date on relevant law and regulation changes, we can focus on running our business rather than burying ourselves in tax law. All of this is well communicated, which is the key to any relationship.
Joe Gramc - CFO, Five Star Trucking