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