Family Office

Our family office service allows families a full range of resources to consolidate activities of managing and caring for family wealth with the necessary expertise and experience versus a singular perspective of an in-house staff member. We tailor the resources beyond those of a traditional CPA firm to provide a blend of services designed to care for a family's financial well being. We provide continuity of services and security safeguards which help reduce the risk of fraud and provide asset protection. This gives our clients peace of mind while outsourcing these services provides them the time to concentrate on things they value most. Below is a list of the family office services we provide:

• Tax Compliance, Planning & Preparation
• Portfolio Accounting
• Bookkeeping & Bill Paying
• Financial Reporting
• Cash Needs Management
• Estate & Wealth Transfer Planning
• Financial Concierge Services
• Data & Document Management
• Coordinate Family's Professional Team of Advisors