|
Family Office Services
 We serve the unique demands of affluent families, individuals,
& their businesses.
Our team of expert financial professionals provides sophisticated, integrated solutions that manage risk and provide opportunities for growth. Since we do not have a fee-sharing arrangement with any brokers or service providers, we are able to remain completely independent, freeing our clients from any concern over conflict of interest. We work for our clients with only their best interests in mind. We serve the unique demands of affluent families, individuals, & their businesses.
Offering a Full Spectrum of Services
Accounting services
- General ledger & financial statement preparation
- Monthly, Quarterly, and Annual Bookkeeping
- Accounting system setup for new businesses
- Computerized payroll services
Business tax return preparation
- Personal Financial Statements
- Forensic Litigation Support
- Business Valuation
- Document and Record Management
- Aggregation of assets to provide a snapshot of total wealth in one statement
- State-of-the-art technology with controlled web access to financial, business, and personal documents
- Customized reporting for all family members and/or businesses
- Tracking of liabilities
Financial Assessment & Estate Planning
- Investment Diversification
- Manager Selection & Oversight
- Performance Measurement & Analysis
Tax Services
- Tax Planning & Tax Return preparation
- Individuals, Corporations, Partnerships, Estates, Trusts & Gift-Tax returns
- Taxing authority representations
- Tax effects of buying and selling businesses
- Divorce and support issues
Managing Family Relationships
- Family Budgeting
- Family Governance
- Expense Management and Reporting
- Event-driven Planning
- Foundation and Philanthropy Administration
- Generational Education and Planning
- Lifestyle Management
- Succession Planning
- Trust Administration
Concierge Services
- Financial reporting on a monthly, quarterly, or annual basis
- Receipt of mail and bills
- Management of household employees and personal residences
- Payment of bills
- Management of Payroll of our client’s employees
- Secretarial services
- Travel arrangements, including Private Air Charter
- Relocation and moving assistance
|
|
