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Family Office Services --  Providing custom solutions for the unique needs of affluent families, individuals, and their businesses.
At Konowitz, Kahn & Company, P.C., a family's vision of an enduring legacy over endless generations is safe in our hands.
Our team of expert professionals provides sophisticated, integrated solutions that manage risk and provide opportunities for growth. We have no fee-sharing arrangement with any brokers or service providers, so 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 closely held businesses.
We customize our services to meet our clients' needs.
Accounting & Business Advisory Services
- General ledger & financial statement preparation
- Monthly, Quarterly, and Annual Bookkeeping
- Accounting system setup for new businesses
- Personal Financial Statements
- Forensic Litigation Support
- Business Valuation
- 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 Manager Selection & Oversight
- Review of Portfolio Diversification
- Performance Measurement & Analysis
Tax Services
- Tax Planning & Tax Return preparation
- Individuals, Gifts, Estates &Trusts
- Partnerships and Corporate entities
- Philanthropic Foundations
- Tax effects of buying and selling businesses
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 and fiduciary duties
- Divorce and custody concerns
Concierge Services
- Financial reporting on a monthly, quarterly, or annual basis
- Receipt of mail
- Payment of bills
- Management of household employees and personal residences
- Management of Payroll
- Secretarial services
- Travel arrangements, including Private Air Charter
- Relocation and moving assistance
- Coordinating insurance
- Advisory for acquisitions, appraisals, risk assessments
- Services for homes and luxury items
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