Personal Financial Services

Fund Managers, Small Business Owners, and High-Net-Worth Individuals often have complex personal financial needs. Raines & Fischer can keep your personal finances on track, freeing you to focus on what’s most important to you.

Running a business or managing a fund is more than a full-time commitment – it’s your life. And that leaves little time for taking care of more mundane financial management tasks. That’s where Raines & Fischer can help. We can manage your day-to-day finances and expenses so everything runs smoothly, giving you the time and peace of mind to really focus on the bigger picture.

Personal Financial Services include:

• Accounting and maintenance of your investment portfolio
• Assistance for investors who are dealing with complex transactions, such as private equity and hedge fund investments
• Bookkeeping and bill paying services for family offices
• General tax advice and planning at year end