Family Office Services

Taxes and the bigger picture.

What’s important to a family office’s finances? Tax planning, compliance, and filing, of course. But they’re just a few pieces. We can help with all of it.

Tax planning and compliance

We don’t start during tax season. If we did, we couldn’t anticipate issues or opportunities. We provide tax services year-round.

Estate planning

When a family member passes away, the last thing on your mind is money. Make things easy on yourself—and on your family.

We probate wills, serve as executors and prepare estate tax returns in states all over the country.

Investments

You could say we’re personally invested in your investments. Which is exactly why you’ll still have full control to tailor your portfolio to your personal goals.

Accounting

What we bring to the table is experience that goes beyond a per-diem accountant or bookkeeper.

Real estate

Lift the monthly burden of paying bills for all of your properties. We can manage. And we’ll mind your cash flow when we do.

Get a CPA who gets you — and who gets family offices.