MLR

Family Office

Family Financial Services

A family office relationship at Maxwell Locke & Ritter incorporates a comprehensive approach to providing a blend of family financial services tailored to care for your family’s financial well­-being. The strength of our family office services comes from our dedicated team that has years of experience in bookkeeping, tax planning, succession planning, portfolio accounting, estate planning services, and anything else required to manage your family’s finances.

Resources You Need

Our complete line of resources provides continuity of family financial services and security safeguards to reduce the risk of fraud and provide asset protection. We help give you financial you peace of mind, so you can spend time with your family without worrying about the state of family financial affairs.

Specific Services:
  • Tax Compliance, Planning & Preparation
  • Portfolio Accounting
  • Bookkeeping & Bill Paying
  • Financial Reporting
  • Cash Needs Management
  • Wealth Transfer and Estate Planning Services
  • Financial Concierge Services
  • Data & Document Management
  • Coordinate Family’s Professional Team of Advisors
Contact Us Today

Outsourcing family office duties provides you flexibility and peace of mind, allowing you time to concentrate on the things you value the most. Please contact us today to schedule a consultation and let us help you with your family’s financial planning needs.

OUR FAMILY OFFICE TEAM PROVIDES A BLEND OF SERVICES DESIGNED TO CARE FOR YOUR FAMILY'S FINANCIAL WELL-BEING.

Our complete line of family office resources provides high-net worth individuals and families continuity of service and security safeguards to reduce the risk of fraud and provide asset protection. We give you peace of mind and the time to concentrate on what you value most.  Contact us today to see how we can assist you.

contact us