Our Family Office Services are designed for families seeking better management of their personal balance sheet and trusted, unbiased, and informed advisors who expertly navigate the financial, tax, and legal aspects of their lives. As assets grow and financial affairs become more complicated, families need a trusted team to help manage the wealth they have worked so hard to create.
Our team will act as your family’s personal CFO, creating personal financial statements, preparing budgets, tracking investments, managing bill pay, and preparing reports to help you manage financial affairs more efficiently and effectively. Through our services, you will be better informed about your personal finances and will have more time to enjoy other aspects of your life.
Meet our Family Office Services Group Leader
We will Act as Your Personal CFO.
- Act as a trusted, unbiased, and informed advisor.
- Guide you in making investment, business, and personal financial decisions.
- Provide tax-focused financial advice and detailed tax planning, consulting, and preparation services.
- Apply tools and analyses to help you view, understand, and manage your personal holdings.
- Coordinate with household employees, personal assistants, and third parties such as trust and estate attorneys, investment advisors, and insurance brokers.
We will Manage Your Finances.
- Based on your preferred cadence, conduct monthly or quarterly meetings to review, discuss, and plan.
- Prepare monthly reporting packages including a Personal Financial Statement, Net Worth Analysis, and Cash Flow Overview.
- Assist with budgeting, projections, and cash planning.
- Create custom reports to meet financial goals and analyze meaningful metrics.
- Utilize robust, secure QuickBooks Online software for transaction management and reporting, including vendor invoice audits and cash flow reconciliation.
- Assist with bill payment.
We will Track Your Investments.
- Provide a consolidated view of your entire asset portfolio regardless of asset class and including detail from all brokerage firms, holding companies, and private investments.
- Liaise with your investment advisors and brokerage firms.
- Coordinate and organize paperwork and other investment-related administration, including capital call management, and wire remittance.
- Help track and understand your allocations, returns, and overall investment goals.
We will Prepare and Plan for Taxes.
- Prepare personal income tax returns.
- Prepare family partnership, gift, trust, private foundation, and related tax returns.
- Manage tax documents, including K-1 and 1099 tracking.
- Provide proactive and sophisticated tax planning advice from the highest quality tax advisors.
- Assist with the management of local taxes, property taxes, and other related taxes.
- Communicate with federal and state tax authorities on your behalf.
We will review Legal Documents.
- Vet the economics of potential private investments.
- Coordinate with Trust and Estate Attorneys on your sophisticated estate planning.
- Help manage your overall estate gifting strategy, various deadlines, and promissory note administration.
- Review LLC operating agreements and advise on the tax and economic provisions.