Family Office

What are Family Office Services and what do they do?

The common tasks that a family office may oversee include comprehensive oversight of family assets, daily management of property and other real asset holdings, preparing financial reports, and being responsible for implementation and ongoing management for each matter.

Other services may include oversight of philanthropic activities, foundations, and established gift trust accounts.

Each family has its own set of unique issues, and each family wants to delegate some or all of these matters.

Learn more about our family office services.


Protecting Wealth Through the Use of Family Offices

Family offices act as the heart of a family’s operations, doing everything from managing their financial lives to overseeing their investments,

Read More  

Retirement Plan Startup Costs Tax Credit

A tax credit for small-employer pension plan startup costs may be awaiting you. You may be able to claim a tax credit of up to $5,000 when you set up

Read More  

Planning Ahead for Tax Credits and Deductions

Everybody wants to pay as little in taxes as possible. Most people use software or hire an accountant to help them find all the deductions they can

Read More