Family Office Services

Schneider Downs understands that the relationship with your CPA firm rests on a strong foundation and we strive to build this footing with big thinking and personal focus for our Family Office clients.  As a top 60 CPA firm in the U.S., we have more than 350 professionals with a wide background of experience in the region, specifically in Pittsburgh and Columbus.  Our people are our greatest assets – they have enabled us to grow by being responsive and assisting our clients with practical solutions.  Our family office services practice was developed Schneider Downs to recognize that our clients’ needs are both complex and unique. Our ability to integrate the essential services of business accounting and consulting, tax consulting and compliance, estate planning, treasury management, and wealth management practice units enables us to deliver a coordinated approach to your financial needs.

Clients We Serve In Family Office

Our clients include existing or developing Family Offices who require a full outsourcing or co-sourcing of services in the areas indicated below.

What Differentiates Schneider Downs Family Office Services?

  • Family obtains a trusted advisor
  • Development of personalized long term wealth management, tax planning, and estate planning strategies
  • Timely deliverable turnaround time by ensuring the work is properly leverage to the firm’s subject matter experts
  • Scalable delivery model for small and large multi generational families onboarding
  • Effective utilization of technologies for wealth management and document retention (Marketplace Development of a specialized service in the Pittsburgh and Columbus markets)

Services We Offer To Family Offices

  • Business Accounting and Consulting
  • Treasury Management
  • Tax Consulting and Compliance
  • Estate Planning
  • Wealth Management

Contact Us

At Schneider Downs, it’s our business to provide you with an accurate blueprint and the tools you need to build a sturdy financial structure, aimed at future growth.  For more information on how Schneider Downs can assist your family office, please contact Susan Kirsch.

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