A family office is a private company that manages the wealth of a high-net-worth family.

protecting assests for future generations

Our family office services combine the expertise of financial and accounting professionals under one roof. From a financial perspective, family offices control costs, manage taxes and cash flow, and provide measurements on financial return.

The family office team works with family members of multiple generations, providing education about the family office.

We operate as a fractional chief financial officer (CFO)

Our professionals specialize in estate planning and trust management services, accounting for beneficiary needs and providing the most advantageous tax positions. Our team screens outside service providers, determines risk profiles for various investment dollars, and reviews private investments as part of the overall asset diversification plan. 

Our firm serves clients with international tax obligations and issues, including organizational structure, residency, foreign tax credits, controlled foreign corporations, and foreign branch operations.

Our family office services can be tailored to fit both business and personal financial needs.

This includes services such as:

  • Business succession: Prepare succession plans, add board members when necessary, and advise on succession goals. 
  • Cash flow management: Manage cash flow through bill pay, timing cash availability, and planning for debt. 
  • Estate planning: Provide estate, trust, and will planning services. 
  • Private equity: Conduct a due diligence investment review of private equity investments.