Our Family Office practice has helped many families, high net-worth individuals, and executives to plan effectively to minimize their tax liability.  Our ability to integrate the essential services of accounting and administrative, tax and estate planning, and compliance enables us to deliver a seamless approach to your financial needs.  Protecting and providing for your beneficiaries are the fundamental goals of any comprehensive estate plan. The estate plan provides clear guidance for distributing assets and can help difficult discussions during legacy planning.  Our role is to help navigate the complex tax laws to facilitate the transfer of assets while also minimizing the tax liability of your beneficiaries. We are dedicated to providing strategic solutions throughout the year by keeping you up to date on current tax laws to minimize your tax liabilities and maximize your future opportunities. Proactive tax planning permeates our firm culture and our Family Office,  We specialize in areas that affect you, and our team has the expertise to navigate the ever-changing tax regulations. Our focus is on you, the client, and we take the time to get to know you to develop and execute relevant tax strategies.

Administrative and Concierge Services:

  • Personal budget, preparation, and reporting
  • Bookkeeping (day to day recordkeeping)
  • Bank and Brokerage Account reconciliations
  • Bill Pay
  • Personal financial statement preparation
  • Concierge services

Individual Tax Consulting and Compliance:

  • Individual federal and state tax compliance
  • Family business advisory services
  • Real estate investment management
  • Private foundation tax return preparation and reporting
  • Comprehensive strategic tax planning
  • Philanthropic tax planning
  • Education tax benefit planning
  • Executive compensation benefit consulting and stock option modeling
  • Household payrolls, and
  • Quarterly tax planning meetings

 Estate Tax Consulting* and Compliance:

  • Federal estate, gift and trust tax planning, and compliance
  • State inheritance tax planning and compliance
  • Estate financial review
  • Charitable gifting strategies, and
  • Quarterly tax planning meeting

*Does not include legal services. Our services will be coordinated with your attorney.