Man and woman seated shaking hands

Helped many families, high net-worth individuals, and executives to plan effectively to minimize their tax liability

Our Family Office practice has helped many families, high-net-worth individuals, and executives to plan effectively to minimize their tax liability. Proactive tax planning is part of our firm culture. Family Office services typically fall into one of the following categories and often overlap with other individual or business tax strategies as well.

Some Family Office services are coordinated with other advisors, including attorneys and financial planners.

Family Office solutions include:

Administrative and Concierge Services:

  • Bank and Brokerage Account reconciliations
  • Bill Pay
  • Bookkeeping
  • Concierge services
  • Personal budget, preparation, and reporting
  • Personal financial statement preparation

Individual Tax Consulting and Compliance:

  • Comprehensive strategic tax planning
  • Education tax benefit planning
  • Executive compensation benefit consulting and stock option modeling
  • Family business advisory services
  • Household payrolls
  • Individual federal and state tax compliance
  • Philanthropic tax planning
  • Private foundation tax return preparation and reporting
  • 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
Menu of

Family Office

  • A/R and A/P
  • Bill Pay
  • Client Accounting Services
  • Charitable Gifting Strategies
  • Financial Projections
  • Personal Financial Statement