MLR

Tagged: #MLRFamilyOffice

At Maxwell Locke & Ritter, our Family Office service line goes beyond traditional accounting and tax needs by offering individual clients a blend of services tailored to care for their family’s financial well­-being.  The strength of this service comes from our dedicated team with years of experience in bookkeeping, tax planning, estate planning, succession planning, portfolio accounting and all the services needed to manage a family’s finances.