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.
Over 20 years ago, we discovered an opportunity to better serve certain individual tax clients by offering services traditionally performed by a family assistant. Once our clients realized the advantages and the improvement to their quality of life by outsourcing these tasks, our Family Office services grew into the comprehensive options we offer today.
Chris Adams, CPA, CGMA, our Family Office lead, brings over 30 years of experience in public accounting to the team. “Our Family Office team embraces the mission of Maxwell Locke & Ritter, which is to help our people and clients achieve their goals,” says Adams. “By staying true to the mission we have created a unique culture of client service. I am truly fortunate to have the opportunity to lead this team as we play a role in bringing peace of mind to our clients about their financial future.”
Click here to learn more about our Family Office services and how we can enhance your financial future through continuity of services and security safeguards that provide asset protection for you.