Private Family Office

Accounting and Related Analysis

We provide a host of accounting functions for you, your family, and your related entities. With a strategic focus on your personal financial statements, we deliver:

• Budgeting and financial projections to identify opportunities
• A clear and concise picture of your overall financial position and net worth to better manage assets
• Efficient and effective tax preparation

Treasury Management and Bill-Pay Services

Developing a comprehensive treasury management plan is essential to ensure adaptability and flexibility and to preserve wealth for each generation. We work with you to develop a holistic tax-efficient plan for your family and individual members/entities to address:

• Cash flow needs
• Retirement and social security planning
• Projections using comprehensive financial statements

Asset Management Services

A triage of services to manage your assets and provide you with peace of mind.

• Asset protection
• Review of cybersecurity, life, property and casualty insurance
• Estate and financial tax planning regarding transfers and/or valuations of assets, portfolios and or entities
• Peripheral services, including data/document management to safely and efficiently store and manage your documents, so you don't have to

Lifestyle Management and Family Education

• Personal Concierge Services that allow the family member to pursue their passions without the burden of managing their wealth
• Peace of mind through credible advisors that facilitate and streamline your lifestyle
• Services include but are not limited to:
  • Household administrative services
  • Calendar coordination and management
  • Expanded bill-pay services
  • Travel arrangement
  • Event coordination
  • Elder care coordination
  • Insurance and long-term care review
  • Seasonal asset management
  • Multiple home administration and other services