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We provide

Family Office Services

As a family office, you need help with tax planning, estate planning, investment, real estate and personal services in a seamless manner.

Let Raines & Fischer handle the needs of your family office. From tax compliance, to private banking and private trust services, to bookkeeping services, expense management, and more, Raines & Fischer can provide support, giving you the confidence that comes from knowing your finances are in order.

We are experts at tax planning.
Raines & Fischer has 30 years of tax planning experience for family offices. We provide step-by-step guidance with tax planning and compliance all year – not just during tax season. Most important, we look at tax services as part of the bigger picture, because tax planning, compliance, and filing are just a few components in the successful management of your professional and personal financial profile.

We can manage your estate planning.
Planning for your family’s needs and working through the issues that arise when a family member passes away can be daunting and complex. Raines & Fischer can help advise you on solutions to these very personal and important issues. Our office has been advising clients on estate and trust matters for decades. With partners who have probated wills, served as executors to estates, and prepared estate tax returns in states all over the country, we have the people in place to give you many perspectives on your estate/trust planning and compliance – and give you peace of mind.

Our investment services allow you to put your wealth to work.
Raines & Fischer offers many services to ensure that you are fully aware of your financial picture. We provide cash flow and balance sheet preparation, income statements, and evaluation of net worth. We are also able to negotiate loans and review venture capital and private equity deals. You control your own portfolio, and we will tailor your investments to meet your priorities and needs.

Tax return preparation can be a complex and time-consuming task. Raines & Fischer offers a turnkey solution for Family Offices.
We are experts at preparing tax returns, seeking the path that works for you, whether it is long-term profitability or short-term cashflow. We will evaluate your income, gifts, foundations, partnerships, trusts, corporations and/or estates to prepare comprehensive and money-saving tax returns. We offer tax projections, record keeping and audit representation. Let Raines & Fischer provide step-by-step guidance with tax planning and compliance all year – not just during tax season.

Utilize our high-level accounting services.
Raines & Fischer can provide accounting services such as bill paying, overseeing payroll tax preparation, foundation administration, and medical reimbursements. By selecting Raines & Fischer for your accounting/bookkeeping services, you are getting qualified professionals whose experience typically goes well beyond that of per-diem accountants or bookkeepers.

We offer real estate services for your family office.
Skip the monthly burden of paying bills for all of your various properties. Raines & Fischer can manage your properties, and pay all of the bills on time, every time while minding your cashflow.

Personal services for you.
We offer personal services including daily life monitoring with our helpful concierge. This high level of support will provide security and comfort, knowing that our team of highly trained professionals are there for you when you need us the most.

Our Resident Experts

Alan P. Raines
Alan P. Raines
William L. Fischer
William L. Fischer
Brian Raines
Brian Raines
Steve Sarrel
Steve Sarrel

Let’s Schedule a Consultation