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Family Office Services

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.

Tax Planning

  • Hedging techniques
  • Investment management
  • Strategies for charities, capital gains, AMT, tax law changes

Estate Planning

  • Analysis of current estate plan
  • Life insurance
  • Charitable giving
  • Intergenerational wealth planning

Investment Services

  • Cash flow / balance sheet
  • Income statements
  • Evaluation of net worth
  • Negotiating loans
  • Review venture capital and private equity deals

Tax Return Preparation

  • Income, gift, foundation, partnership, trust, corporation and estate
  • Tax projections
  • Record keeping responsibility
  • Audit representation

Accounting Services

  • Bill paying
  • Oversee payroll tax preparation
  • Foundation administration
  • Medical reimbursement

Real Estate

  • Bill Paying
  • Property management

Personal Services

  • Daily life monitor
  • Concierge
  • Appraisal

Let’s Schedule a Consultation