Family Office Services

Our Family Office service team includes certified personal financial specialists, CPAs, and valuation experts. They deliver a full array of services to help manage, create, grow, and protect family wealth.

Our services are flexible and scalable to the needs of each family with whom we work, whether large or small. Our Family Office service team is committed to working closely with a family’s other advisors, including their attorney, investment adviser, and other trusted professionals.  We can also help assemble a team and coordinate efforts within the team.

We pride ourselves on our accessibility, thoroughness and hands-on involvement to provide meaningful, insightful and proactive advice.

Service Offerings

Accounting & Reporting

Our experts will provide detailed financial statement reporting, a true general ledger, cash management and workflow standards.

Bill Paying & Budgeting

We will sort, evaluate, and pay any bills you designate, keeping you informed throughout with personalized reporting.

Estate, Gift & Trust Planning

We employ advanced planning and wealth preservation strategies to help you preserve your legacy and achieve your philanthropic goals in the most tax-efficient way.


We will select the best retirement strategies available based on your circumstances so that the control of your financial future is in your hands.

Succession Planning

Our experts will provide guidance on best practices for integrating the next generation into the family office’s decision-making process or develop succession plans to maintain a smooth transition of ownership.

Tax Planning & Compliance

We inform you of legislative changes and the impact these changes have on your wealth planning goals. We will deliver creative solutions and quality tax advice while identifying opportunities that benefit our cleints.


We produce comprehensive analyses and deliverables that reflect our technical depth and extensive experience with complex valuation issues and diverse industries.